Interact to see
Advertisement
Advertisement
FWGIX vs SMYIX
FWGIX vs SMYIX Comparison
Open Charts FWGIX vs SMYIX
American Funds Capital World Gr&Inc F3
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
FWGIX vs SMYIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. SMYIX commentary
Oct 21, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a StrongBuy and SMYIX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 141B vs. SMYIX (514M). FWGIX pays higher dividends than SMYIX: FWGIX (1.68) vs SMYIX (0.81). FWGIX was incepted earlier than SMYIX: FWGIX (9 years) vs SMYIX (22 years). SMYIX (0.99) is less costly to investors than FWGIX (0.41). SMYIX is a more actively managed with annual turnover of: 29.00 vs. FWGIX (27.00). FWGIX (1000000) and SMYIX (1000000) have matching initial minimum investment requirements. SMYIX annual gain was more profitable for investors over the last year : 15.16 vs. FWGIX (11.18). SMYIX return over 5 years is better than : 82.81 vs. FWGIX (52.74).
| FWGIX | SMYIX | FWGIX / SMYIX | |
| Total Expense Ratio | 0.41 | 0.95 | 43% |
| Annual Report Gross Expense Ratio | 0.41 | 0.99 | 41% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 20.293 | 17.870 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 514M | 27,432% |
| Annual Yield % from dividends | 1.68 | 0.81 | 208% |
| Returns for 1 year | 11.18 | 15.16 | 74% |
| Returns for 3 years | 68.62 | 79.68 | 86% |
| Returns for 5 years | 52.74 | 82.81 | 64% |
| Returns for 10 years | N/A | 133.91 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement