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FWGIX vs LMPEX
FWGIX vs LMPEX Comparison
Open Charts FWGIX vs LMPEX
American Funds Capital World Gr&Inc F3
Price$60.97
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Franklin Global Equity 1
Price$22.83
Change+$0.13 (+0.57%)
VolumeN/A
Net Assets397.03M
FWGIX vs LMPEX Comparison Chart
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FWGIX vs. LMPEX commentary
Apr 18, 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 Buy and LMPEX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 117B vs. LMPEX (397M). FWGIX pays higher dividends than LMPEX: FWGIX (1.98) vs LMPEX (0.86). FWGIX was incepted earlier than LMPEX: FWGIX (8 years) vs LMPEX (18 years). LMPEX (1.04) is less costly to investors than FWGIX (0.41). LMPEX is a more actively managed with annual turnover of: 29.00 vs. FWGIX (27.00). 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 : 6.30 vs. FWGIX (-1.03). LMPEX return over 5 years is better than : 79.43 vs. FWGIX (45.07).
| FWGIX | LMPEX | FWGIX / LMPEX | |
| Total Expense Ratio | 0.41 | 1.04 | 39% |
| Annual Report Gross Expense Ratio | 0.41 | 1.04 | 39% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | -3.800 | -4.585 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 397M | 29,471% |
| Annual Yield % from dividends | 1.98 | 0.86 | 229% |
| Returns for 1 year | -1.03 | 6.30 | -16% |
| Returns for 3 years | 11.25 | 24.20 | 46% |
| Returns for 5 years | 45.07 | 79.43 | 57% |
| Returns for 10 years | N/A | 80.85 | - |