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RWIBX vs SMYSX
RWIBX vs SMYSX Comparison
Open Charts RWIBX vs SMYSX
American Funds Capital World Gr&Inc R2
Price$75.48
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets143.4B
Franklin Global Equity IS
Price$29.68
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets543.17M
RWIBX vs SMYSX Comparison Chart in %
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RWIBX vs. SMYSX commentary
Dec 04, 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 RWIBX is a StrongBuy and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 143B vs. SMYSX (543M). SMYSX pays higher dividends than RWIBX: SMYSX (0.83) vs RWIBX (0.74). RWIBX was incepted earlier than SMYSX: RWIBX (24 years) vs SMYSX (6 years). RWIBX (1.51) is less costly to investors than SMYSX (0.86). SMYSX is a more actively managed with annual turnover of: 29.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than SMYSX: RWIBX (250) vs SMYSX (1000000). SMYSX annual gain was more profitable for investors over the last year : 14.60 vs. RWIBX (11.72). SMYSX return over 5 years is better than : 76.49 vs. RWIBX (37.21).
| RWIBX | SMYSX | RWIBX / SMYSX | |
| Total Expense Ratio | 1.51 | 0.86 | 176% |
| Annual Report Gross Expense Ratio | 1.51 | 0.86 | 176% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 21.191 | 21.874 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 543M | 26,335% |
| Annual Yield % from dividends | 0.74 | 0.83 | 89% |
| Returns for 1 year | 11.72 | 14.60 | 80% |
| Returns for 3 years | 46.32 | 67.95 | 68% |
| Returns for 5 years | 37.21 | 76.49 | 49% |
| Returns for 10 years | 74.26 | N/A | - |
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