Interact to see
Advertisement
Advertisement
CWIFX vs LMPEX
CWIFX vs LMPEX Comparison
Open Charts CWIFX vs LMPEX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Franklin Global Equity 1
Price$28.79
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets525.58M
CWIFX vs LMPEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX 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 CWIFX is a Hold and LMPEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. LMPEX (526M). CWIFX pays higher dividends than LMPEX: CWIFX (1.49) vs LMPEX (0.70). 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 : 14.67 vs. CWIFX (12.35). LMPEX return over 5 years is better than : 76.66 vs. CWIFX (46.07).
| 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 | 19.117 | 18.670 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 526M | 26,426% |
| Annual Yield % from dividends | 1.49 | 0.70 | 212% |
| Returns for 1 year | 12.35 | 14.67 | 84% |
| Returns for 3 years | 52.31 | 67.18 | 78% |
| Returns for 5 years | 46.07 | 76.66 | 60% |
| Returns for 10 years | 100.03 | 128.04 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MSFD | 11.51 | 0.16 | +1.41% |
| Direxion Daily MSFT Bear 1X ETF | |||
| GVIP | 149.30 | 0.81 | +0.54% |
| Goldman Sachs Hedge Industry VIP ETF | |||
| UDIV | 51.71 | 0.11 | +0.22% |
| Franklin US Core Dividend Tilt Index ETF | |||
| FIVY | 31.95 | -0.22 | -0.69% |
| YieldMax Dorsey Wright Hybrid 5 Inc ETF | |||
| SQQQ | 15.12 | -0.26 | -1.69% |
| ProShares UltraPro Short QQQ | |||