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FWCGX vs SMYIX
FWCGX vs SMYIX Comparison
Open Charts FWCGX vs SMYIX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Franklin Global Equity I
Price$25.77
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets458.29M
FWCGX vs SMYIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. SMYIX (458M). FWCGX pays higher dividends than SMYIX: FWCGX (1.81) vs SMYIX (0.91). FWCGX was incepted earlier than SMYIX: FWCGX (5 years) vs SMYIX (22 years). SMYIX (0.99) is less costly to investors than FWCGX (0.47). SMYIX is a more actively managed with annual turnover of: 29.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than SMYIX: FWCGX (250) vs SMYIX (1000000). SMYIX annual gain was more profitable for investors over the last year : 10.35 vs. FWCGX (6.64).
| FWCGX | SMYIX | FWCGX / SMYIX | |
| Total Expense Ratio | 0.47 | 0.95 | 49% |
| Annual Report Gross Expense Ratio | 0.47 | 0.99 | 47% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 9.155 | 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 | 1.81 | 0.91 | 199% |
| Returns for 1 year | 6.64 | 10.35 | 64% |
| Returns for 3 years | 46.75 | 59.35 | 79% |
| Returns for 5 years | N/A | 84.78 | - |
| Returns for 10 years | N/A | 104.23 | - |
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