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FWCGX vs LMPEX
FWCGX vs LMPEX Comparison
Open Charts FWCGX vs LMPEX
American Funds Capital World Gr&Inc529F3
Price$60.71
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets109.46B
Franklin Global Equity 1
Price$23.03
Change+$1.82 (+8.58%)
VolumeN/A
Net Assets403.18M
FWCGX vs LMPEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 109B vs. LMPEX (403M). FWCGX pays higher dividends than LMPEX: FWCGX (1.93) vs LMPEX (0.86). FWCGX was incepted earlier than LMPEX: FWCGX (4 years) vs LMPEX (18 years). LMPEX (1.04) is less costly to investors than FWCGX (0.47). LMPEX is a more actively managed with annual turnover of: 29.00 vs. FWCGX (27.00). LMPEX has a lower initial minimum investment than FWCGX: LMPEX (0) vs FWCGX (250). LMPEX annual gain was more profitable for investors over the last year : -5.25 vs. FWCGX (-10.61).
| FWCGX | LMPEX | FWCGX / LMPEX | |
| Total Expense Ratio | 0.47 | 1.04 | 45% |
| Annual Report Gross Expense Ratio | 0.47 | 1.04 | 45% |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | -10.242 | -12.392 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 403M | 27,047% |
| Annual Yield % from dividends | 1.93 | 0.86 | 224% |
| Returns for 1 year | -10.61 | -5.25 | 202% |
| Returns for 3 years | 4.05 | 12.53 | 32% |
| Returns for 5 years | N/A | 68.58 | - |
| Returns for 10 years | N/A | 65.46 | - |
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