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FWGIX vs SMYSX
FWGIX vs SMYSX Comparison
Open Charts FWGIX vs SMYSX
American Funds Capital World Gr&Inc F3
Price$72.79
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Franklin Global Equity IS
Price$27.65
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets496.06M
FWGIX vs SMYSX Comparison Chart in %
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FWGIX vs. SMYSX commentary
Aug 18, 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 SMYSX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. SMYSX (496M). FWGIX pays higher dividends than SMYSX: FWGIX (1.77) vs SMYSX (0.91). FWGIX was incepted earlier than SMYSX: FWGIX (9 years) vs SMYSX (6 years). SMYSX (0.86) is less costly to investors than FWGIX (0.41). SMYSX is a more actively managed with annual turnover of: 29.00 vs. FWGIX (27.00). FWGIX (1000000) and SMYSX (1000000) have matching initial minimum investment requirements. SMYSX annual gain was more profitable for investors over the last year : 16.87 vs. FWGIX (11.83). SMYSX return over 5 years is better than : 80.47 vs. FWGIX (49.39).
| FWGIX | SMYSX | FWGIX / SMYSX | |
| Total Expense Ratio | 0.41 | 0.86 | 48% |
| Annual Report Gross Expense Ratio | 0.41 | 0.86 | 48% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 15.730 | 14.115 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 496M | 27,621% |
| Annual Yield % from dividends | 1.77 | 0.91 | 194% |
| Returns for 1 year | 11.83 | 16.87 | 70% |
| Returns for 3 years | 42.52 | 53.26 | 80% |
| Returns for 5 years | 49.39 | 80.47 | 61% |
| Returns for 10 years | N/A | N/A | - |
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