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SMYIX vs WGIFX
SMYIX vs WGIFX Comparison
Open Charts SMYIX vs WGIFX
Franklin Global Equity I
Price$29.64
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets540.82M
American Funds Capital World Gr&Inc F2
Price$77.26
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets143.4B
SMYIX vs WGIFX Comparison Chart in %
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SMYIX vs. WGIFX commentary
Dec 04, 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 SMYIX is a StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 143B vs. SMYIX (541M). WGIFX pays higher dividends than SMYIX: WGIFX (1.55) vs SMYIX (0.79). SMYIX was incepted earlier than WGIFX: SMYIX (23 years) vs WGIFX (17 years). SMYIX (0.99) is less costly to investors than WGIFX (0.52). SMYIX is a more actively managed with annual turnover of: 29.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than SMYIX: WGIFX (250) vs SMYIX (1000000). SMYIX annual gain was more profitable for investors over the last year : 14.48 vs. WGIFX (12.90). SMYIX return over 5 years is better than : 75.89 vs. WGIFX (42.65).
| SMYIX | WGIFX | SMYIX / WGIFX | |
| Total Expense Ratio | 0.95 | 0.52 | 183% |
| Annual Report Gross Expense Ratio | 0.99 | 0.52 | 190% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 21.709 | 22.288 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 143B | 0% |
| Annual Yield % from dividends | 0.79 | 1.55 | 51% |
| Returns for 1 year | 14.48 | 12.90 | 112% |
| Returns for 3 years | 67.57 | 50.54 | 134% |
| Returns for 5 years | 75.89 | 42.65 | 178% |
| Returns for 10 years | 134.56 | 81.45 | 165% |
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