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CWIAX vs LMPEX
CWIAX vs LMPEX Comparison
Open Charts CWIAX vs LMPEX
American Funds Capital World Gr&Inc 529A
Price$74.83
Change+$0.30 (+0.40%)
VolumeN/A
Net Assets140.8B
Franklin Global Equity 1
Price$28.60
Change+$0.16 (+0.56%)
VolumeN/A
Net Assets513.9M
CWIAX vs LMPEX Comparison Chart in %
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CWIAX vs. LMPEX commentary
Sep 19, 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 StrongBuy and LMPEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. LMPEX (514M). CWIAX pays higher dividends than LMPEX: CWIAX (1.43) vs LMPEX (0.75). 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 : 18.98 vs. CWIAX (14.21). LMPEX return over 5 years is better than : 88.09 vs. CWIAX (56.76).
| 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 | 19.559 | 17.472 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 514M | 27,432% |
| Annual Yield % from dividends | 1.43 | 0.75 | 191% |
| Returns for 1 year | 14.21 | 18.98 | 75% |
| Returns for 3 years | 59.57 | 71.84 | 83% |
| Returns for 5 years | 56.76 | 88.09 | 64% |
| Returns for 10 years | 105.30 | 137.33 | 77% |
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