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RWIFX vs SMYSX
RWIFX vs SMYSX Comparison
Open Charts RWIFX vs SMYSX
American Funds Capital World Gr&Inc R5
Price$71.99
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Franklin Global Equity IS
Price$28.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets557.2M
RWIFX vs SMYSX Comparison Chart in %
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RWIFX vs. SMYSX commentary
Dec 28, 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 RWIFX is a Hold and SMYSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. SMYSX (557M). RWIFX pays higher dividends than SMYSX: RWIFX (1.59) vs SMYSX (0.83). RWIFX was incepted earlier than SMYSX: RWIFX (24 years) vs SMYSX (6 years). SMYSX (0.86) is less costly to investors than RWIFX (0.46). SMYSX is a more actively managed with annual turnover of: 29.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than SMYSX: RWIFX (250) vs SMYSX (1000000). SMYSX annual gain was more profitable for investors over the last year : 14.87 vs. RWIFX (12.66). SMYSX return over 5 years is better than : 66.73 vs. RWIFX (32.78).
| RWIFX | SMYSX | RWIFX / SMYSX | |
| Total Expense Ratio | 0.46 | 0.86 | 53% |
| Annual Report Gross Expense Ratio | 0.46 | 0.86 | 53% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 14.720 | 17.334 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 557M | 25,494% |
| Annual Yield % from dividends | 1.59 | 0.83 | 192% |
| Returns for 1 year | 12.66 | 14.87 | 85% |
| Returns for 3 years | 47.45 | 75.86 | 63% |
| Returns for 5 years | 32.78 | 66.73 | 49% |
| Returns for 10 years | 75.72 | N/A | - |
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