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CWIFX vs LMPEX
CWIFX vs LMPEX Comparison
Open Charts CWIFX vs LMPEX
American Funds Capital World Gr&Inc 529F
Price$66.85
Change-$0.71 (-1.05%)
VolumeN/A
Net Assets129.86B
Franklin Global Equity 1
Price$25.31
Change-$0.30 (-1.17%)
VolumeN/A
Net Assets453.2M
CWIFX vs LMPEX Comparison Chart
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CWIFX 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 CWIFX is a Buy and LMPEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 130B vs. LMPEX (453M). CWIFX pays higher dividends than LMPEX: CWIFX (1.78) vs LMPEX (0.85). CWIFX was incepted earlier than LMPEX: CWIFX (23 years) vs LMPEX (18 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 : 11.82 vs. CWIFX (3.14). LMPEX return over 5 years is better than : 91.48 vs. CWIFX (60.50).
| 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 | 18 years | - |
| Gain YTD | 6.019 | 5.783 | 104% |
| 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 | 1.78 | 0.85 | 208% |
| Returns for 1 year | 3.14 | 11.82 | 27% |
| Returns for 3 years | 34.78 | 50.80 | 68% |
| Returns for 5 years | 60.50 | 91.48 | 66% |
| Returns for 10 years | 67.95 | 96.68 | 70% |
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