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FCWGX vs SMYIX
FCWGX vs SMYIX Comparison
Open Charts FCWGX vs SMYIX
American Funds Capital World Gr&Inc529F2
Price$68.71
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Franklin Global Equity I
Price$25.77
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets458.29M
FCWGX vs SMYIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. SMYIX (458M). FCWGX pays higher dividends than SMYIX: FCWGX (1.75) vs SMYIX (0.91). FCWGX was incepted earlier than SMYIX: FCWGX (5 years) vs SMYIX (22 years). SMYIX (0.99) is less costly to investors than FCWGX (0.52). SMYIX is a more actively managed with annual turnover of: 29.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than SMYIX: FCWGX (250) vs SMYIX (1000000). SMYIX annual gain was more profitable for investors over the last year : 10.35 vs. FCWGX (6.60).
| FCWGX | SMYIX | FCWGX / SMYIX | |
| Total Expense Ratio | 0.52 | 0.95 | 55% |
| Annual Report Gross Expense Ratio | 0.52 | 0.99 | 53% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 9.138 | 6.356 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 458M | 28,603% |
| Annual Yield % from dividends | 1.75 | 0.91 | 193% |
| Returns for 1 year | 6.60 | 10.35 | 64% |
| Returns for 3 years | 46.60 | 59.35 | 79% |
| Returns for 5 years | N/A | 84.78 | - |
| Returns for 10 years | N/A | 104.23 | - |
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