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FWGIX vs SMYIX
FWGIX vs SMYIX Comparison
Open Charts FWGIX vs SMYIX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Franklin Global Equity I
Price$25.77
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets458.29M
FWGIX vs SMYIX Comparison Chart
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FWGIX vs. SMYIX commentary
Jun 16, 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: 131B vs. SMYIX (458M). FWGIX pays higher dividends than SMYIX: FWGIX (1.85) vs SMYIX (0.91). FWGIX was incepted earlier than SMYIX: FWGIX (8 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 : 10.35 vs. FWGIX (6.71). SMYIX return over 5 years is better than : 84.78 vs. FWGIX (53.53).
| FWGIX | SMYIX | FWGIX / SMYIX | |
| Total Expense Ratio | 0.41 | 0.95 | 43% |
| Annual Report Gross Expense Ratio | 0.41 | 0.99 | 41% |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 9.196 | 6.356 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 458M | 28,603% |
| Annual Yield % from dividends | 1.85 | 0.91 | 203% |
| Returns for 1 year | 6.71 | 10.35 | 65% |
| Returns for 3 years | 45.29 | 59.35 | 76% |
| Returns for 5 years | 53.53 | 84.78 | 63% |
| Returns for 10 years | N/A | 104.23 | - |
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