Interact to see
Advertisement
Advertisement
RWBEX vs SMYIX
RWBEX vs SMYIX Comparison
Open Charts RWBEX vs SMYIX
American Funds Capital World Gr&Inc R2E
Price$68.44
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Franklin Global Equity I
Price$25.77
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets458.29M
RWBEX vs SMYIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWBEX vs. SMYIX commentary
Jun 16, 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: 131B vs. SMYIX (458M). RWBEX pays higher dividends than SMYIX: RWBEX (1.11) vs SMYIX (0.91). 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 : 10.35 vs. RWBEX (5.84). SMYIX return over 5 years is better than : 84.78 vs. RWBEX (49.52).
| 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 | 8.807 | 6.356 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 458M | 28,603% |
| Annual Yield % from dividends | 1.11 | 0.91 | 122% |
| Returns for 1 year | 5.84 | 10.35 | 56% |
| Returns for 3 years | 42.36 | 59.35 | 71% |
| Returns for 5 years | 49.52 | 84.78 | 58% |
| Returns for 10 years | 49.42 | 104.23 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement