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SMYIX vs WGIFX
SMYIX vs WGIFX Comparison
Open Charts SMYIX vs WGIFX
Franklin Global Equity I
Price$28.81
Change+$0.25 (+0.88%)
VolumeN/A
Net Assets513.96M
American Funds Capital World Gr&Inc F2
Price$76.11
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
SMYIX vs WGIFX Comparison Chart in %
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SMYIX vs. WGIFX commentary
Oct 21, 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: 141B vs. SMYIX (514M). WGIFX pays higher dividends than SMYIX: WGIFX (1.59) vs SMYIX (0.81). 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 : 15.16 vs. WGIFX (11.05). SMYIX return over 5 years is better than : 82.81 vs. WGIFX (52.11).
| 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 | 17.870 | 20.182 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 141B | 0% |
| Annual Yield % from dividends | 0.81 | 1.59 | 51% |
| Returns for 1 year | 15.16 | 11.05 | 137% |
| Returns for 3 years | 79.68 | 68.14 | 117% |
| Returns for 5 years | 82.81 | 52.11 | 159% |
| Returns for 10 years | 133.91 | 78.84 | 170% |
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