Ad is loading...
FWGIX vs LMPEX
FWGIX vs LMPEX Comparison
Open Charts FWGIX vs LMPEX
American Funds Capital World Gr&Inc F3
Price$63.13
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets123.66B
Franklin Global Equity 1
Price$24.15
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets410.73M
FWGIX vs LMPEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. LMPEX commentary
Jan 15, 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 FWGIX is a StrongBuy and LMPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 124B vs. LMPEX (411M). FWGIX pays higher dividends than LMPEX: FWGIX (1.99) vs LMPEX (1.03). FWGIX was incepted earlier than LMPEX: FWGIX (8 years) vs LMPEX (18 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. LMPEX (24.00). LMPEX has a lower initial minimum investment than FWGIX: LMPEX (0) vs FWGIX (1000000). LMPEX annual gain was more profitable for investors over the last year : 20.24 vs. FWGIX (7.36). LMPEX return over 5 years is better than : 56.87 vs. FWGIX (26.78).
| FWGIX | LMPEX | FWGIX / LMPEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | -0.598 | -0.248 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 411M | 30,170% |
| Annual Yield % from dividends | 1.99 | 1.03 | 194% |
| Returns for 1 year | 7.36 | 20.24 | 36% |
| Returns for 3 years | 4.83 | 20.74 | 23% |
| Returns for 5 years | 26.78 | 56.87 | 47% |
| Returns for 10 years | N/A | 103.71 | - |