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CWIEX vs LMPEX
CWIEX vs LMPEX Comparison
Open Charts CWIEX vs LMPEX
American Funds Capital World Gr&Inc 529E
Price$75.60
Change-$0.28 (-0.37%)
VolumeN/A
Net Assets142.77B
Franklin Global Equity 1
Price$28.77
Change-$0.19 (-0.66%)
VolumeN/A
Net Assets524.41M
CWIEX vs LMPEX Comparison Chart in %
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CWIEX vs. LMPEX commentary
Oct 10, 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 Buy and LMPEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 143B vs. LMPEX (524M). CWIEX pays higher dividends than LMPEX: CWIEX (1.17) vs LMPEX (0.71). 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 : 17.45 vs. CWIEX (11.64). LMPEX return over 5 years is better than : 84.50 vs. CWIEX (52.82).
| 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 | 20.731 | 19.620 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 524M | 27,290% |
| Annual Yield % from dividends | 1.17 | 0.71 | 164% |
| Returns for 1 year | 11.64 | 17.45 | 67% |
| Returns for 3 years | 70.81 | 86.93 | 81% |
| Returns for 5 years | 52.82 | 84.50 | 63% |
| Returns for 10 years | 97.34 | 135.88 | 72% |
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