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RWBEX vs SMYIX
RWBEX vs SMYIX Comparison
Open Charts RWBEX vs SMYIX
American Funds Capital World Gr&Inc R2E
Price$71.55
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Franklin Global Equity I
Price$28.43
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets557.2M
RWBEX vs SMYIX Comparison Chart in %
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RWBEX 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 RWBEX is a Hold and SMYIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 142B vs. SMYIX (557M). RWBEX pays higher dividends than SMYIX: RWBEX (0.97) vs SMYIX (0.79). RWBEX was incepted earlier than SMYIX: RWBEX (11 years) vs SMYIX (23 years). RWBEX (1.21) is less costly to investors than SMYIX (0.99). SMYIX is a more actively managed with annual turnover of: 29.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than SMYIX: RWBEX (250) vs SMYIX (1000000). SMYIX annual gain was more profitable for investors over the last year : 15.01 vs. RWBEX (11.89). SMYIX return over 5 years is better than : 66.29 vs. RWBEX (28.84).
| RWBEX | SMYIX | RWBEX / SMYIX | |
| Total Expense Ratio | 1.21 | 0.95 | 127% |
| Annual Report Gross Expense Ratio | 1.21 | 0.99 | 122% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 13.923 | 17.334 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 557M | 25,494% |
| Annual Yield % from dividends | 0.97 | 0.79 | 123% |
| Returns for 1 year | 11.89 | 15.01 | 79% |
| Returns for 3 years | 44.24 | 75.15 | 59% |
| Returns for 5 years | 28.84 | 66.29 | 44% |
| Returns for 10 years | 71.37 | 132.50 | 54% |
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