LMPEX
Price
$25.05
Change
-$0.41 (-1.61%)
Updated
Feb 21 closing price
Net Assets
444.34M
RWICX
Price
$65.70
Change
-$0.88 (-1.32%)
Updated
Feb 21 closing price
Net Assets
128.43B
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LMPEX vs RWICX

Header iconLMPEX vs RWICX Comparison
Open Charts LMPEX vs RWICXBanner chart's image
Franklin Global Equity 1
Price$25.05
Change-$0.41 (-1.61%)
VolumeN/A
Net Assets444.34M
American Funds Capital World Gr&Inc R3
Price$65.70
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
LMPEX vs RWICX Comparison Chart
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LMPEX vs. RWICX commentary
Feb 23, 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 Hold and RWICX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 128B vs. LMPEX (444M). RWICX pays higher dividends than LMPEX: RWICX (1.43) vs LMPEX (1.03). LMPEX was incepted earlier than RWICX: LMPEX (18 years) vs RWICX (23 years). RWICX is a more actively managed with annual turnover of: 27.00 vs. LMPEX (24.00). 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 : 15.96 vs. RWICX (6.73). LMPEX return over 5 years is better than : 63.83 vs. RWICX (31.40).
LMPEXRWICXLMPEX / RWICX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence18 years23 years-
Gain YTD3.4704.26981%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets444M128B0%
Annual Yield % from dividends1.031.4372%
Returns for 1 year15.966.73237%
Returns for 3 years34.4115.82218%
Returns for 5 years63.8331.40203%
Returns for 10 years98.5443.13228%
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