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FCWGX vs SMYIX
FCWGX vs SMYIX Comparison
Open Charts FCWGX vs SMYIX
American Funds Capital World Gr&Inc529F2
Price$72.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Franklin Global Equity I
Price$27.25
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets488.56M
FCWGX vs SMYIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. SMYIX (489M). FCWGX pays higher dividends than SMYIX: FCWGX (1.68) vs SMYIX (0.88). 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 : 18.14 vs. FCWGX (14.07).
| 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 | 15.158 | 12.464 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 489M | 28,016% |
| Annual Yield % from dividends | 1.68 | 0.88 | 191% |
| Returns for 1 year | 14.07 | 18.14 | 78% |
| Returns for 3 years | 53.70 | 63.56 | 84% |
| Returns for 5 years | N/A | 85.78 | - |
| Returns for 10 years | N/A | 117.05 | - |
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