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FWGIX vs LMPEX
FWGIX vs LMPEX Comparison
Open Charts FWGIX vs LMPEX
American Funds Capital World Gr&Inc F3
Price$67.94
Change+$0.27 (+0.40%)
VolumeN/A
CapitalizationN/A
Franklin Global Equity 1
Price$25.46
Change+$0.19 (+0.75%)
VolumeN/A
CapitalizationN/A
FWGIX vs LMPEX Comparison Chart
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FWGIX vs. LMPEX commentary
Nov 22, 2024
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: 126B vs. LMPEX (404M). 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 : 32.44 vs. FWGIX (19.24). LMPEX return over 5 years is better than : 61.42 vs. FWGIX (42.15).
| 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 | 14.665 | 26.415 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 404M | 31,188% |
| Annual Yield % from dividends | 1.99 | 1.03 | 194% |
| Returns for 1 year | 19.24 | 32.44 | 59% |
| Returns for 3 years | 6.88 | 19.24 | 36% |
| Returns for 5 years | 42.15 | 61.42 | 69% |
| Returns for 10 years | N/A | 108.81 | - |
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