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CWIAX vs LMPEX
CWIAX vs LMPEX Comparison
Open Charts CWIAX vs LMPEX
American Funds Capital World Gr&Inc 529A
Price$66.83
Change-$0.70 (-1.04%)
VolumeN/A
Net Assets129.86B
Franklin Global Equity 1
Price$25.31
Change-$0.30 (-1.17%)
VolumeN/A
Net Assets453.2M
CWIAX vs LMPEX Comparison Chart
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CWIAX vs. LMPEX commentary
May 22, 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: 130B vs. LMPEX (453M). CWIAX pays higher dividends than LMPEX: CWIAX (1.61) vs LMPEX (0.85). CWIAX was incepted earlier than LMPEX: CWIAX (23 years) vs LMPEX (18 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 : 11.82 vs. CWIAX (2.98). LMPEX return over 5 years is better than : 91.48 vs. CWIAX (59.19).
| CWIAX | LMPEX | CWIAX / LMPEX | |
| Total Expense Ratio | 0.78 | 1.04 | 75% |
| Annual Report Gross Expense Ratio | 0.78 | 1.04 | 75% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 5.963 | 5.783 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 453M | 28,698% |
| Annual Yield % from dividends | 1.61 | 0.85 | 189% |
| Returns for 1 year | 2.98 | 11.82 | 25% |
| Returns for 3 years | 34.19 | 50.80 | 67% |
| Returns for 5 years | 59.19 | 91.48 | 65% |
| Returns for 10 years | 64.67 | 96.68 | 67% |
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