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RWIFX vs SMYSX
RWIFX vs SMYSX Comparison
Open Charts RWIFX vs SMYSX
American Funds Capital World Gr&Inc R5
Price$75.46
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
RWIFX vs SMYSX Comparison Chart in %
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RWIFX 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 RWIFX is a Hold and SMYSX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. SMYSX (512M). RWIFX pays higher dividends than SMYSX: RWIFX (1.64) vs SMYSX (0.85). RWIFX was incepted earlier than SMYSX: RWIFX (23 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 : 15.33 vs. RWIFX (11.13). SMYSX return over 5 years is better than : 83.54 vs. RWIFX (52.48).
| RWIFX | SMYSX | RWIFX / SMYSX | |
| Total Expense Ratio | 0.46 | 0.86 | 53% |
| Annual Report Gross Expense Ratio | 0.46 | 0.86 | 53% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 20.250 | 18.035 | 112% |
| 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 | 1.64 | 0.85 | 193% |
| Returns for 1 year | 11.13 | 15.33 | 73% |
| Returns for 3 years | 68.41 | 80.20 | 85% |
| Returns for 5 years | 52.48 | 83.54 | 63% |
| Returns for 10 years | 79.35 | N/A | - |
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