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CWIAX vs LMPEX
CWIAX vs LMPEX Comparison
Open Charts CWIAX vs LMPEX
American Funds Capital World Gr&Inc 529A
Price$75.71
Change-$0.29 (-0.38%)
VolumeN/A
Net Assets142.77B
Franklin Global Equity 1
Price$28.77
Change-$0.19 (-0.66%)
VolumeN/A
Net Assets524.41M
CWIAX vs LMPEX Comparison Chart in %
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CWIAX vs. LMPEX commentary
Oct 10, 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 CWIAX is a Buy and LMPEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 143B vs. LMPEX (524M). CWIAX pays higher dividends than LMPEX: CWIAX (1.39) vs LMPEX (0.71). CWIAX was incepted earlier than LMPEX: CWIAX (24 years) vs LMPEX (19 years). LMPEX (1.04) is less costly to investors than CWIAX (0.78). LMPEX is a more actively managed with annual turnover of: 29.00 vs. CWIAX (27.00). LMPEX has a lower initial minimum investment than CWIAX: LMPEX (0) vs CWIAX (250). LMPEX annual gain was more profitable for investors over the last year : 17.45 vs. CWIAX (11.91). LMPEX return over 5 years is better than : 84.50 vs. CWIAX (54.62).
| CWIAX | LMPEX | CWIAX / LMPEX | |
| Total Expense Ratio | 0.78 | 1.04 | 75% |
| Annual Report Gross Expense Ratio | 0.78 | 1.04 | 75% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 20.965 | 19.620 | 107% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 524M | 27,290% |
| Annual Yield % from dividends | 1.39 | 0.71 | 194% |
| Returns for 1 year | 11.91 | 17.45 | 68% |
| Returns for 3 years | 72.02 | 86.93 | 83% |
| Returns for 5 years | 54.62 | 84.50 | 65% |
| Returns for 10 years | 101.85 | 135.88 | 75% |
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