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CWIEX vs LMPEX
CWIEX vs LMPEX Comparison
Open Charts CWIEX vs LMPEX
American Funds Capital World Gr&Inc 529E
Price$74.73
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
CWIEX vs LMPEX Comparison Chart in %
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CWIEX 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 CWIEX is a StrongBuy and LMPEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. LMPEX (514M). CWIEX pays higher dividends than LMPEX: CWIEX (1.22) vs LMPEX (0.75). CWIEX was incepted earlier than LMPEX: CWIEX (24 years) vs LMPEX (19 years). LMPEX (1.04) and CWIEX (1.00) have similar cost to investors . LMPEX is a more actively managed with annual turnover of: 29.00 vs. CWIEX (27.00). LMPEX has a lower initial minimum investment than CWIEX: LMPEX (0) vs CWIEX (250). LMPEX annual gain was more profitable for investors over the last year : 18.98 vs. CWIEX (13.94). LMPEX return over 5 years is better than : 88.09 vs. CWIEX (54.94).
| CWIEX | LMPEX | CWIEX / LMPEX | |
| Total Expense Ratio | 1.00 | 1.04 | 96% |
| Annual Report Gross Expense Ratio | 1.00 | 1.04 | 96% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 19.342 | 17.472 | 111% |
| Front Load | N/A | 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 | 1.22 | 0.75 | 164% |
| Returns for 1 year | 13.94 | 18.98 | 73% |
| Returns for 3 years | 58.45 | 71.84 | 81% |
| Returns for 5 years | 54.94 | 88.09 | 62% |
| Returns for 10 years | 100.69 | 137.33 | 73% |
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