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RWBEX vs SMYIX
RWBEX vs SMYIX Comparison
Open Charts RWBEX vs SMYIX
American Funds Capital World Gr&Inc R2E
Price$73.19
Change+$0.67 (+0.92%)
VolumeN/A
Net Assets137.57B
Franklin Global Equity I
Price$28.03
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets501.74M
RWBEX vs SMYIX Comparison Chart in %
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RWBEX vs. SMYIX commentary
Sep 09, 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: 138B vs. SMYIX (502M). RWBEX pays higher dividends than SMYIX: RWBEX (1.04) vs SMYIX (0.84). 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 : 18.97 vs. RWBEX (12.64). SMYIX return over 5 years is better than : 81.23 vs. RWBEX (44.80).
| 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 | 15.834 | 15.105 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 502M | 27,490% |
| Annual Yield % from dividends | 1.04 | 0.84 | 123% |
| Returns for 1 year | 12.64 | 18.97 | 67% |
| Returns for 3 years | 52.32 | 68.76 | 76% |
| Returns for 5 years | 44.80 | 81.23 | 55% |
| Returns for 10 years | 72.51 | 134.52 | 54% |
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