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RWIEX vs SMYSX
RWIEX vs SMYSX Comparison
Open Charts RWIEX vs SMYSX
American Funds Capital World Gr&Inc R4
Price$74.77
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
Franklin Global Equity IS
Price$28.74
Change-$0.10 (-0.35%)
VolumeN/A
Net Assets567.67M
RWIEX vs SMYSX Comparison Chart in %
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RWIEX 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 RWIEX is a Buy and SMYSX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. SMYSX (568M). RWIEX pays higher dividends than SMYSX: RWIEX (1.44) vs SMYSX (0.82). RWIEX was incepted earlier than SMYSX: RWIEX (24 years) vs SMYSX (6 years). SMYSX (0.86) is less costly to investors than RWIEX (0.76). SMYSX is a more actively managed with annual turnover of: 29.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than SMYSX: RWIEX (250) vs SMYSX (1000000). RWIEX (16.23) and SMYSX (16.06) have marching annual gain over last year. SMYSX return over 5 years is better than : 62.84 vs. RWIEX (30.74).
| RWIEX | SMYSX | RWIEX / SMYSX | |
| Total Expense Ratio | 0.76 | 0.86 | 88% |
| Annual Report Gross Expense Ratio | 0.76 | 0.86 | 88% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 4.940 | 2.423 | 204% |
| 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 | 1.44 | 0.82 | 177% |
| Returns for 1 year | 16.23 | 16.06 | 101% |
| Returns for 3 years | 43.21 | 66.02 | 65% |
| Returns for 5 years | 30.74 | 62.84 | 49% |
| Returns for 10 years | 100.15 | N/A | - |
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