Interact to see
Advertisement
Advertisement
CWIEX vs LMPEX
CWIEX vs LMPEX Comparison
Open Charts CWIEX vs LMPEX
American Funds Capital World Gr&Inc 529E
Price$66.72
Change-$0.70 (-1.04%)
VolumeN/A
Net Assets129.86B
Franklin Global Equity 1
Price$25.31
Change-$0.30 (-1.17%)
VolumeN/A
Net Assets453.2M
CWIEX vs LMPEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. LMPEX commentary
May 22, 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: 130B vs. LMPEX (453M). CWIEX pays higher dividends than LMPEX: CWIEX (1.38) vs LMPEX (0.85). CWIEX was incepted earlier than LMPEX: CWIEX (23 years) vs LMPEX (18 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 : 11.82 vs. CWIEX (2.74). LMPEX return over 5 years is better than : 91.48 vs. CWIEX (57.34).
| CWIEX | LMPEX | CWIEX / LMPEX | |
| Total Expense Ratio | 1.00 | 1.04 | 96% |
| Annual Report Gross Expense Ratio | 1.00 | 1.04 | 96% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 5.865 | 5.783 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 453M | 28,698% |
| Annual Yield % from dividends | 1.38 | 0.85 | 162% |
| Returns for 1 year | 2.74 | 11.82 | 23% |
| Returns for 3 years | 33.25 | 50.80 | 65% |
| Returns for 5 years | 57.34 | 91.48 | 63% |
| Returns for 10 years | 61.00 | 96.68 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement