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RWIEX vs SMYSX
RWIEX vs SMYSX Comparison
Open Charts RWIEX vs SMYSX
American Funds Capital World Gr&Inc R4
Price$75.96
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Franklin Global Equity IS
Price$29.35
Change-$0.40 (-1.34%)
VolumeN/A
Net Assets536.84M
RWIEX vs SMYSX Comparison Chart in %
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RWIEX vs. SMYSX commentary
Nov 14, 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 RWIEX is a StrongBuy and SMYSX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 144B vs. SMYSX (537M). RWIEX pays higher dividends than SMYSX: RWIEX (1.35) vs SMYSX (0.84). RWIEX was incepted earlier than SMYSX: RWIEX (23 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). SMYSX annual gain was more profitable for investors over the last year : 17.07 vs. RWIEX (15.02). SMYSX return over 5 years is better than : 84.83 vs. RWIEX (47.80).
| RWIEX | SMYSX | RWIEX / SMYSX | |
| Total Expense Ratio | 0.76 | 0.86 | 88% |
| Annual Report Gross Expense Ratio | 0.76 | 0.86 | 88% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 23.416 | 22.782 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 537M | 26,816% |
| Annual Yield % from dividends | 1.35 | 0.84 | 161% |
| Returns for 1 year | 15.02 | 17.07 | 88% |
| Returns for 3 years | 56.15 | 72.01 | 78% |
| Returns for 5 years | 47.80 | 84.83 | 56% |
| Returns for 10 years | 86.00 | N/A | - |
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