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FWGIX vs SMYIX
FWGIX vs SMYIX Comparison
Open Charts FWGIX vs SMYIX
American Funds Capital World Gr&Inc F3
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
FWGIX vs SMYIX Comparison Chart in %
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FWGIX vs. SMYIX commentary
Jul 07, 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: 136B vs. SMYIX (477M). FWGIX pays higher dividends than SMYIX: FWGIX (1.77) vs SMYIX (0.88). 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 : 12.62 vs. FWGIX (9.74). SMYIX return over 5 years is better than : 87.17 vs. FWGIX (54.88).
| 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 | 13.775 | 10.483 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 477M | 28,512% |
| Annual Yield % from dividends | 1.77 | 0.88 | 202% |
| Returns for 1 year | 9.74 | 12.62 | 77% |
| Returns for 3 years | 51.57 | 65.63 | 79% |
| Returns for 5 years | 54.88 | 87.17 | 63% |
| Returns for 10 years | N/A | 115.88 | - |
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