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SMYIX vs WGIFX
SMYIX vs WGIFX Comparison
Open Charts SMYIX vs WGIFX
Franklin Global Equity I
Price$28.68
Change+$0.19 (+0.67%)
VolumeN/A
Net Assets518.16M
American Funds Capital World Gr&Inc F2
Price$74.61
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
SMYIX vs WGIFX Comparison Chart in %
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SMYIX vs. WGIFX commentary
Sep 29, 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 Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 140B vs. SMYIX (518M). WGIFX pays higher dividends than SMYIX: WGIFX (1.64) vs SMYIX (0.84). SMYIX was incepted earlier than WGIFX: SMYIX (22 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 : 16.53 vs. WGIFX (9.69). SMYIX return over 5 years is better than : 93.68 vs. WGIFX (56.59).
| SMYIX | WGIFX | SMYIX / WGIFX | |
| Total Expense Ratio | 0.95 | 0.52 | 183% |
| Annual Report Gross Expense Ratio | 0.99 | 0.52 | 190% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 18.366 | 19.049 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 518M | 140B | 0% |
| Annual Yield % from dividends | 0.84 | 1.64 | 52% |
| Returns for 1 year | 16.53 | 9.69 | 171% |
| Returns for 3 years | 86.62 | 71.01 | 122% |
| Returns for 5 years | 93.68 | 56.59 | 166% |
| Returns for 10 years | 152.53 | 91.92 | 166% |
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