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RWIBX vs SMYSX
RWIBX vs SMYSX Comparison
Open Charts RWIBX vs SMYSX
American Funds Capital World Gr&Inc R2
Price$73.65
Change-$1.17 (-1.56%)
VolumeN/A
Net Assets142.37B
Franklin Global Equity IS
Price$28.74
Change-$0.10 (-0.35%)
VolumeN/A
Net Assets567.67M
RWIBX vs SMYSX Comparison Chart in %
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RWIBX vs. SMYSX commentary
Feb 05, 2026
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 Buy and SMYSX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. SMYSX (568M). RWIBX (0.82) and SMYSX (0.82) have matching dividends . 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 : 16.06 vs. RWIBX (15.23). SMYSX return over 5 years is better than : 62.84 vs. RWIBX (26.57).
| 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 | 4.855 | 2.423 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 568M | 25,000% |
| Annual Yield % from dividends | 0.82 | 0.82 | 101% |
| Returns for 1 year | 15.23 | 16.06 | 95% |
| Returns for 3 years | 39.74 | 66.02 | 60% |
| Returns for 5 years | 26.57 | 62.84 | 42% |
| Returns for 10 years | 93.35 | N/A | - |
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