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SMYIX vs WGIFX
SMYIX vs WGIFX Comparison
Open Charts SMYIX vs WGIFX
Franklin Global Equity I
Price$29.31
Change-$0.40 (-1.35%)
VolumeN/A
Net Assets535.09M
American Funds Capital World Gr&Inc F2
Price$77.50
Change+$0.33 (+0.43%)
VolumeN/A
Net Assets143.54B
SMYIX vs WGIFX Comparison Chart in %
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SMYIX vs. WGIFX 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 SMYIX is a Hold and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 144B vs. SMYIX (535M). WGIFX pays higher dividends than SMYIX: WGIFX (1.56) vs SMYIX (0.80). 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 : 16.95 vs. WGIFX (15.32). SMYIX return over 5 years is better than : 84.20 vs. WGIFX (49.19).
| 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 | 22.617 | 23.660 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 535M | 144B | 0% |
| Annual Yield % from dividends | 0.80 | 1.56 | 51% |
| Returns for 1 year | 16.95 | 15.32 | 111% |
| Returns for 3 years | 71.52 | 57.23 | 125% |
| Returns for 5 years | 84.20 | 49.19 | 171% |
| Returns for 10 years | 145.70 | 87.75 | 166% |
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