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FWGIX vs SMYSX
FWGIX vs SMYSX Comparison
Open Charts FWGIX vs SMYSX
American Funds Capital World Gr&Inc F3
Price$75.40
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Franklin Global Equity IS
Price$28.60
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets512M
FWGIX vs SMYSX Comparison Chart in %
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FWGIX vs. SMYSX commentary
Oct 19, 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 SMYSX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 141B vs. SMYSX (512M). FWGIX pays higher dividends than SMYSX: FWGIX (1.68) vs SMYSX (0.85). 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 : 15.33 vs. FWGIX (11.18). SMYSX return over 5 years is better than : 83.54 vs. FWGIX (52.74).
| 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 | 20.293 | 18.035 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 512M | 27,539% |
| Annual Yield % from dividends | 1.68 | 0.85 | 198% |
| Returns for 1 year | 11.18 | 15.33 | 73% |
| Returns for 3 years | 68.62 | 80.20 | 86% |
| Returns for 5 years | 52.74 | 83.54 | 63% |
| Returns for 10 years | N/A | N/A | - |
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