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FCWGX vs SMYIX
FCWGX vs SMYIX Comparison
Open Charts FCWGX vs SMYIX
American Funds Capital World Gr&Inc529F2
Price$73.60
Change+$0.67 (+0.92%)
VolumeN/A
Net Assets137.57B
Franklin Global Equity I
Price$28.03
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets501.74M
FCWGX vs SMYIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 138B vs. SMYIX (502M). FCWGX pays higher dividends than SMYIX: FCWGX (1.64) vs SMYIX (0.84). 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 : 18.97 vs. FCWGX (13.46).
| 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 | 16.381 | 15.105 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 502M | 27,490% |
| Annual Yield % from dividends | 1.64 | 0.84 | 194% |
| Returns for 1 year | 13.46 | 18.97 | 71% |
| Returns for 3 years | 56.86 | 68.76 | 83% |
| Returns for 5 years | N/A | 81.23 | - |
| Returns for 10 years | N/A | 134.52 | - |
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