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RWIFX vs SMYSX
RWIFX vs SMYSX Comparison
Open Charts RWIFX vs SMYSX
American Funds Capital World Gr&Inc R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
Franklin Global Equity IS
Price$28.74
Change-$0.10 (-0.35%)
VolumeN/A
Net Assets567.67M
RWIFX vs SMYSX Comparison Chart in %
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RWIFX 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 RWIFX is a Buy and SMYSX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. SMYSX (568M). RWIFX pays higher dividends than SMYSX: RWIFX (1.70) vs SMYSX (0.82). 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). RWIFX (16.61) and SMYSX (16.06) have marching annual gain over last year. SMYSX return over 5 years is better than : 62.84 vs. RWIFX (32.39).
| 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 | 4.964 | 2.423 | 205% |
| 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 | 1.70 | 0.82 | 208% |
| Returns for 1 year | 16.61 | 16.06 | 103% |
| Returns for 3 years | 44.56 | 66.02 | 67% |
| Returns for 5 years | 32.39 | 62.84 | 52% |
| Returns for 10 years | 102.75 | N/A | - |
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