Interact to see
Advertisement
Advertisement
FWCGX vs SMYIX
FWCGX vs SMYIX Comparison
Open Charts FWCGX vs SMYIX
American Funds Capital World Gr&Inc529F3
Price$76.20
Change+$0.80 (+1.06%)
VolumeN/A
Net Assets140.77B
Franklin Global Equity I
Price$28.81
Change+$0.25 (+0.88%)
VolumeN/A
Net Assets513.96M
FWCGX vs SMYIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 141B vs. SMYIX (514M). FWCGX pays higher dividends than SMYIX: FWCGX (1.64) vs SMYIX (0.81). 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 : 15.16 vs. FWCGX (11.11).
| 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 | 20.233 | 17.870 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 514M | 27,432% |
| Annual Yield % from dividends | 1.64 | 0.81 | 203% |
| Returns for 1 year | 11.11 | 15.16 | 73% |
| Returns for 3 years | 69.51 | 79.68 | 87% |
| Returns for 5 years | N/A | 82.81 | - |
| Returns for 10 years | N/A | 133.91 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement