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FCWGX vs LMPEX
FCWGX vs LMPEX Comparison
Open Charts FCWGX vs LMPEX
American Funds Capital World Gr&Inc529F2
Price$60.84
Change+$1.10 (+1.84%)
VolumeN/A
Net Assets117.15B
Franklin Global Equity 1
Price$22.83
Change+$0.47 (+2.10%)
VolumeN/A
Net Assets400.21M
FCWGX vs LMPEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 117B vs. LMPEX (400M). FCWGX pays higher dividends than LMPEX: FCWGX (1.87) vs LMPEX (0.86). FCWGX was incepted earlier than LMPEX: FCWGX (4 years) vs LMPEX (18 years). LMPEX (1.04) is less costly to investors than FCWGX (0.52). LMPEX is a more actively managed with annual turnover of: 29.00 vs. FCWGX (27.00). LMPEX has a lower initial minimum investment than FCWGX: LMPEX (0) vs FCWGX (250). LMPEX annual gain was more profitable for investors over the last year : 2.16 vs. FCWGX (-3.95).
| FCWGX | LMPEX | FCWGX / LMPEX | |
| Total Expense Ratio | 0.52 | 1.04 | 50% |
| Annual Report Gross Expense Ratio | 0.52 | 1.04 | 50% |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | -3.901 | -5.700 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 400M | 29,250% |
| Annual Yield % from dividends | 1.87 | 0.86 | 217% |
| Returns for 1 year | -3.95 | 2.16 | -182% |
| Returns for 3 years | 13.38 | 23.01 | 58% |
| Returns for 5 years | N/A | 81.45 | - |
| Returns for 10 years | N/A | 78.09 | - |