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CWIFX vs LMPEX
CWIFX vs LMPEX Comparison
Open Charts CWIFX vs LMPEX
American Funds Capital World Gr&Inc 529F
Price$74.84
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.8B
Franklin Global Equity 1
Price$28.60
Change+$0.16 (+0.56%)
VolumeN/A
Net Assets513.9M
CWIFX vs LMPEX Comparison Chart in %
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CWIFX 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 CWIFX is a StrongBuy and LMPEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. LMPEX (514M). CWIFX pays higher dividends than LMPEX: CWIFX (1.57) vs LMPEX (0.75). CWIFX was incepted earlier than LMPEX: CWIFX (23 years) vs LMPEX (19 years). LMPEX (1.04) is less costly to investors than CWIFX (0.86). LMPEX is a more actively managed with annual turnover of: 29.00 vs. CWIFX (27.00). LMPEX has a lower initial minimum investment than CWIFX: LMPEX (0) vs CWIFX (250). LMPEX annual gain was more profitable for investors over the last year : 18.98 vs. CWIFX (14.41). LMPEX return over 5 years is better than : 88.09 vs. CWIFX (58.05).
| CWIFX | LMPEX | CWIFX / LMPEX | |
| Total Expense Ratio | 0.86 | 1.04 | 83% |
| Annual Report Gross Expense Ratio | 0.86 | 1.04 | 83% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 19.692 | 17.472 | 113% |
| 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 | 1.57 | 0.75 | 210% |
| Returns for 1 year | 14.41 | 18.98 | 76% |
| Returns for 3 years | 60.32 | 71.84 | 84% |
| Returns for 5 years | 58.05 | 88.09 | 66% |
| Returns for 10 years | 109.35 | 137.33 | 80% |
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