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CWIEX vs LMPEX
CWIEX vs LMPEX Comparison
Open Charts CWIEX vs LMPEX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
Franklin Global Equity 1
Price$28.73
Change-$0.24 (-0.83%)
VolumeN/A
Net Assets529.64M
CWIEX vs LMPEX Comparison Chart in %
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CWIEX vs. LMPEX commentary
Nov 20, 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 Hold and LMPEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. LMPEX (530M). CWIEX pays higher dividends than LMPEX: CWIEX (1.15) vs LMPEX (0.70). 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 : 16.13 vs. CWIEX (11.86). LMPEX return over 5 years is better than : 77.62 vs. CWIEX (42.92).
| 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 | 18.591 | 19.661 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 530M | 26,415% |
| Annual Yield % from dividends | 1.15 | 0.70 | 163% |
| Returns for 1 year | 11.86 | 16.13 | 74% |
| Returns for 3 years | 50.41 | 68.58 | 74% |
| Returns for 5 years | 42.92 | 77.62 | 55% |
| Returns for 10 years | 91.62 | 129.94 | 71% |
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