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LMPEX vs RWICX
LMPEX vs RWICX Comparison
Open Charts LMPEX vs RWICX
Franklin Global Equity 1
Price$23.03
Change+$1.82 (+8.58%)
VolumeN/A
Net Assets403.18M
American Funds Capital World Gr&Inc R3
Price$60.21
Change+$3.87 (+6.87%)
VolumeN/A
Net Assets116.98B
LMPEX vs RWICX Comparison Chart
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LMPEX vs. RWICX commentary
Apr 11, 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 LMPEX is a Buy and RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 117B vs. LMPEX (403M). RWICX pays higher dividends than LMPEX: RWICX (1.35) vs LMPEX (0.86). LMPEX was incepted earlier than RWICX: LMPEX (18 years) vs RWICX (23 years). RWICX (1.06) and LMPEX (1.04) have similar cost to investors . LMPEX is a more actively managed with annual turnover of: 29.00 vs. RWICX (27.00). LMPEX has a lower initial minimum investment than RWICX: LMPEX (0) vs RWICX (250). LMPEX annual gain was more profitable for investors over the last year : -5.25 vs. RWICX (-11.16). LMPEX return over 5 years is better than : 68.58 vs. RWICX (35.96).
| LMPEX | RWICX | LMPEX / RWICX | |
| Total Expense Ratio | 1.04 | 1.06 | 98% |
| Annual Report Gross Expense Ratio | 1.04 | 1.06 | 98% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -12.392 | -10.381 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 117B | 0% |
| Annual Yield % from dividends | 0.86 | 1.35 | 64% |
| Returns for 1 year | -5.25 | -11.16 | 47% |
| Returns for 3 years | 12.53 | 0.70 | 1,793% |
| Returns for 5 years | 68.58 | 35.96 | 191% |
| Returns for 10 years | 65.46 | 22.26 | 294% |
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