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FCWGX vs LMPEX
FCWGX vs LMPEX Comparison
Open Charts FCWGX vs LMPEX
American Funds Capital World Gr&Inc529F2
Price$73.22
Change+$0.36 (+0.49%)
VolumeN/A
Net Assets136.73B
Franklin Global Equity 1
Price$27.77
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets495.21M
FCWGX vs LMPEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. LMPEX (495M). FCWGX pays higher dividends than LMPEX: FCWGX (1.68) vs LMPEX (0.77). FCWGX was incepted earlier than LMPEX: FCWGX (5 years) vs LMPEX (19 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 : 15.50 vs. FCWGX (10.92).
| FCWGX | LMPEX | FCWGX / LMPEX | |
| Total Expense Ratio | 0.52 | 1.04 | 50% |
| Annual Report Gross Expense Ratio | 0.52 | 1.04 | 50% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 16.302 | 14.416 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 495M | 27,677% |
| Annual Yield % from dividends | 1.68 | 0.77 | 218% |
| Returns for 1 year | 10.92 | 15.50 | 70% |
| Returns for 3 years | 52.25 | 61.91 | 84% |
| Returns for 5 years | N/A | 75.00 | - |
| Returns for 10 years | N/A | 130.97 | - |
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