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RWIBX vs SMYSX
RWIBX vs SMYSX Comparison
Open Charts RWIBX vs SMYSX
American Funds Capital World Gr&Inc R2
Price$74.19
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Franklin Global Equity IS
Price$28.60
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets512M
RWIBX vs SMYSX Comparison Chart in %
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RWIBX vs. SMYSX commentary
Oct 19, 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 Hold and SMYSX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 141B vs. SMYSX (512M). SMYSX pays higher dividends than RWIBX: SMYSX (0.85) vs RWIBX (0.76). RWIBX was incepted earlier than SMYSX: RWIBX (23 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 : 15.33 vs. RWIBX (9.87). SMYSX return over 5 years is better than : 83.54 vs. RWIBX (46.31).
| RWIBX | SMYSX | RWIBX / SMYSX | |
| Total Expense Ratio | 1.51 | 0.86 | 176% |
| Annual Report Gross Expense Ratio | 1.51 | 0.86 | 176% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 19.247 | 18.035 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 512M | 27,539% |
| Annual Yield % from dividends | 0.76 | 0.85 | 89% |
| Returns for 1 year | 9.87 | 15.33 | 64% |
| Returns for 3 years | 63.42 | 80.20 | 79% |
| Returns for 5 years | 46.31 | 83.54 | 55% |
| Returns for 10 years | 71.70 | N/A | - |
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