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FWGIX vs SMYIX
FWGIX vs SMYIX Comparison
Open Charts FWGIX vs SMYIX
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Franklin Global Equity I
Price$27.25
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets488.56M
FWGIX vs SMYIX Comparison Chart in %
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FWGIX vs. SMYIX commentary
Jul 27, 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 Buy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. SMYIX (489M). FWGIX pays higher dividends than SMYIX: FWGIX (1.77) vs SMYIX (0.88). 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 : 18.14 vs. FWGIX (14.19). SMYIX return over 5 years is better than : 85.78 vs. FWGIX (53.11).
| 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 | 15.237 | 12.464 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 489M | 28,016% |
| Annual Yield % from dividends | 1.77 | 0.88 | 202% |
| Returns for 1 year | 14.19 | 18.14 | 78% |
| Returns for 3 years | 52.35 | 63.56 | 82% |
| Returns for 5 years | 53.11 | 85.78 | 62% |
| Returns for 10 years | N/A | 117.05 | - |
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