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CWIAX vs LMPEX
CWIAX vs LMPEX Comparison
Open Charts CWIAX vs LMPEX
CWIAX vs LMPEX Comparison Chart in %
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CWIAX vs. LMPEX commentary
Sep 13, 2026
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: 158B vs. LMPEX (676M). CWIAX pays higher dividends than LMPEX: CWIAX (1.33) vs LMPEX (0.61). CWIAX was incepted earlier than LMPEX: CWIAX (25 years) vs LMPEX (20 years). LMPEX (0.98) is less costly to investors than CWIAX (0.75). CWIAX is a more actively managed with annual turnover of: 44.00 vs. LMPEX (31.00). 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 : 13.42 vs. CWIAX (11.49). LMPEX return over 5 years is better than : 56.62 vs. CWIAX (35.48).
| CWIAX | LMPEX | CWIAX / LMPEX | |
| Total Expense Ratio | 0.75 | 0.98 | 77% |
| Annual Report Gross Expense Ratio | 0.75 | 0.98 | 77% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 16.008 | 13.914 | 115% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 676M | 23,373% |
| Annual Yield % from dividends | 1.33 | 0.61 | 217% |
| Returns for 1 year | 11.49 | 13.42 | 86% |
| Returns for 3 years | 51.66 | 74.09 | 70% |
| Returns for 5 years | 35.48 | 56.62 | 63% |
| Returns for 10 years | 118.42 | 157.85 | 75% |
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