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FWGIX vs SMYIX
FWGIX vs SMYIX Comparison
Open Charts FWGIX vs SMYIX
American Funds Capital World Gr&Inc F3
Price$76.19
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
Franklin Global Equity I
Price$29.31
Change-$0.40 (-1.35%)
VolumeN/A
Net Assets535.09M
FWGIX vs SMYIX Comparison Chart in %
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FWGIX vs. SMYIX commentary
Nov 14, 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: 144B vs. SMYIX (535M). FWGIX pays higher dividends than SMYIX: FWGIX (1.65) vs SMYIX (0.80). 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 : 16.95 vs. FWGIX (15.44). SMYIX return over 5 years is better than : 84.20 vs. FWGIX (49.80).
| 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 | 23.787 | 22.617 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 535M | 26,916% |
| Annual Yield % from dividends | 1.65 | 0.80 | 207% |
| Returns for 1 year | 15.44 | 16.95 | 91% |
| Returns for 3 years | 57.71 | 71.52 | 81% |
| Returns for 5 years | 49.80 | 84.20 | 59% |
| Returns for 10 years | N/A | 145.70 | - |
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