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RWBEX vs SMYIX
RWBEX vs SMYIX Comparison
Open Charts RWBEX vs SMYIX
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Franklin Global Equity I
Price$26.77
Change+$0.20 (+0.75%)
VolumeN/A
Net Assets477.13M
RWBEX vs SMYIX Comparison Chart in %
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RWBEX vs. SMYIX commentary
Jul 07, 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 Buy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. SMYIX (477M). RWBEX pays higher dividends than SMYIX: RWBEX (1.06) vs SMYIX (0.88). RWBEX was incepted earlier than SMYIX: RWBEX (11 years) vs SMYIX (22 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 : 12.62 vs. RWBEX (8.84). SMYIX return over 5 years is better than : 87.17 vs. RWBEX (50.51).
| 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 | 22 years | - |
| Gain YTD | 13.307 | 10.483 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 477M | 28,512% |
| Annual Yield % from dividends | 1.06 | 0.88 | 121% |
| Returns for 1 year | 8.84 | 12.62 | 70% |
| Returns for 3 years | 48.49 | 65.63 | 74% |
| Returns for 5 years | 50.51 | 87.17 | 58% |
| Returns for 10 years | 59.94 | 115.88 | 52% |
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