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CWIAX vs LMPEX
CWIAX vs LMPEX Comparison
Open Charts CWIAX vs LMPEX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Franklin Global Equity 1
Price$28.73
Change-$0.24 (-0.83%)
VolumeN/A
Net Assets529.64M
CWIAX vs LMPEX Comparison Chart in %
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CWIAX vs. LMPEX commentary
Nov 20, 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 Hold and LMPEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. LMPEX (530M). CWIAX pays higher dividends than LMPEX: CWIAX (1.36) vs LMPEX (0.70). 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 : 16.13 vs. CWIAX (12.13). LMPEX return over 5 years is better than : 77.62 vs. CWIAX (44.59).
| 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 | 18.856 | 19.661 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 530M | 26,415% |
| Annual Yield % from dividends | 1.36 | 0.70 | 193% |
| Returns for 1 year | 12.13 | 16.13 | 75% |
| Returns for 3 years | 51.49 | 68.58 | 75% |
| Returns for 5 years | 44.59 | 77.62 | 57% |
| Returns for 10 years | 96.03 | 129.94 | 74% |
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