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FWCGX vs SMYIX
FWCGX vs SMYIX Comparison
Open Charts FWCGX vs SMYIX
American Funds Capital World Gr&Inc529F3
Price$73.58
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Franklin Global Equity I
Price$28.03
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets501.74M
FWCGX vs SMYIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 138B vs. SMYIX (502M). FWCGX pays higher dividends than SMYIX: FWCGX (1.69) vs SMYIX (0.84). 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 : 18.97 vs. FWCGX (13.51).
| 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 | 16.418 | 15.105 | 109% |
| 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 | 1.69 | 0.84 | 200% |
| Returns for 1 year | 13.51 | 18.97 | 71% |
| Returns for 3 years | 57.05 | 68.76 | 83% |
| Returns for 5 years | N/A | 81.23 | - |
| Returns for 10 years | N/A | 134.52 | - |
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