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CWIFX vs LMPEX
CWIFX vs LMPEX Comparison
Open Charts CWIFX vs LMPEX
American Funds Capital World Gr&Inc 529F
Price$75.72
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
CWIFX vs LMPEX Comparison Chart in %
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CWIFX 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 CWIFX is a Buy and LMPEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 143B vs. LMPEX (524M). CWIFX pays higher dividends than LMPEX: CWIFX (1.53) vs LMPEX (0.71). 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 : 17.45 vs. CWIFX (12.06). LMPEX return over 5 years is better than : 84.50 vs. CWIFX (55.86).
| 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 | 21.100 | 19.620 | 108% |
| 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 | 1.53 | 0.71 | 213% |
| Returns for 1 year | 12.06 | 17.45 | 69% |
| Returns for 3 years | 72.80 | 86.93 | 84% |
| Returns for 5 years | 55.86 | 84.50 | 66% |
| Returns for 10 years | 105.80 | 135.88 | 78% |
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