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FWGIX vs LMPEX
FWGIX vs LMPEX Comparison
Open Charts FWGIX vs LMPEX
American Funds Capital World Gr&Inc F3
Price$68.35
Change-$0.28 (-0.41%)
VolumeN/A
Net Assets130.31B
Franklin Global Equity 1
Price$25.57
Change-$0.10 (-0.39%)
VolumeN/A
Net Assets455.63M
FWGIX vs LMPEX Comparison Chart in %
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FWGIX vs. LMPEX commentary
Jun 22, 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 Hold and LMPEX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 130B vs. LMPEX (456M). FWGIX pays higher dividends than LMPEX: FWGIX (1.85) vs LMPEX (0.80). FWGIX was incepted earlier than LMPEX: FWGIX (8 years) vs LMPEX (19 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 : 9.01 vs. FWGIX (5.47). LMPEX return over 5 years is better than : 79.53 vs. FWGIX (50.88).
| 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 | 19 years | - |
| Gain YTD | 8.671 | 5.618 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 456M | 28,509% |
| Annual Yield % from dividends | 1.85 | 0.80 | 230% |
| Returns for 1 year | 5.47 | 9.01 | 61% |
| Returns for 3 years | 44.62 | 58.08 | 77% |
| Returns for 5 years | 50.88 | 79.53 | 64% |
| Returns for 10 years | N/A | 96.93 | - |
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