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FWGIX vs SMYIX
FWGIX vs SMYIX Comparison
Open Charts FWGIX vs SMYIX
American Funds Capital World Gr&Inc F3
Price$71.84
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets142.32B
Franklin Global Equity I
Price$28.43
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets557.2M
FWGIX vs SMYIX Comparison Chart in %
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FWGIX vs. SMYIX commentary
Dec 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 Hold and SMYIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 142B vs. SMYIX (557M). FWGIX pays higher dividends than SMYIX: FWGIX (1.64) vs SMYIX (0.79). FWGIX was incepted earlier than SMYIX: FWGIX (9 years) vs SMYIX (23 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 : 15.01 vs. FWGIX (12.59). SMYIX return over 5 years is better than : 66.29 vs. FWGIX (32.83).
| 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 | 23 years | - |
| Gain YTD | 14.614 | 17.334 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 557M | 25,494% |
| Annual Yield % from dividends | 1.64 | 0.79 | 207% |
| Returns for 1 year | 12.59 | 15.01 | 84% |
| Returns for 3 years | 47.50 | 75.15 | 63% |
| Returns for 5 years | 32.83 | 66.29 | 50% |
| Returns for 10 years | N/A | 132.50 | - |
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