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FWCGX vs SMYIX
FWCGX vs SMYIX Comparison
Open Charts FWCGX vs SMYIX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Franklin Global Equity I
Price$26.77
Change+$0.20 (+0.75%)
VolumeN/A
Net Assets477.13M
FWCGX vs SMYIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. SMYIX (477M). FWCGX pays higher dividends than SMYIX: FWCGX (1.73) vs SMYIX (0.88). 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 : 12.62 vs. FWCGX (9.68).
| 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 | 13.732 | 10.483 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 477M | 28,512% |
| Annual Yield % from dividends | 1.73 | 0.88 | 197% |
| Returns for 1 year | 9.68 | 12.62 | 77% |
| Returns for 3 years | 53.08 | 65.63 | 81% |
| Returns for 5 years | N/A | 87.17 | - |
| Returns for 10 years | N/A | 115.88 | - |
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