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CWIEX vs LMPEX
CWIEX vs LMPEX Comparison
Open Charts CWIEX vs LMPEX
CWIEX vs LMPEX Comparison Chart in %
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CWIEX 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 CWIEX is a Buy and LMPEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. LMPEX (676M). CWIEX pays higher dividends than LMPEX: CWIEX (1.11) vs LMPEX (0.61). CWIEX was incepted earlier than LMPEX: CWIEX (25 years) vs LMPEX (20 years). CWIEX (1.00) and LMPEX (0.98) have similar cost to investors . CWIEX is a more actively managed with annual turnover of: 44.00 vs. LMPEX (31.00). 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 : 13.42 vs. CWIEX (11.20). LMPEX return over 5 years is better than : 56.62 vs. CWIEX (33.86).
| CWIEX | LMPEX | CWIEX / LMPEX | |
| Total Expense Ratio | 1.00 | 0.98 | 102% |
| Annual Report Gross Expense Ratio | 1.00 | 0.98 | 102% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 15.802 | 13.914 | 114% |
| Front Load | N/A | 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 | 1.11 | 0.61 | 182% |
| Returns for 1 year | 11.20 | 13.42 | 83% |
| Returns for 3 years | 50.55 | 74.09 | 68% |
| Returns for 5 years | 33.86 | 56.62 | 60% |
| Returns for 10 years | 113.40 | 157.85 | 72% |
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