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LMPEX vs RWICX
LMPEX vs RWICX Comparison
Open Charts LMPEX vs RWICX
Franklin Global Equity 1
Price$24.15
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets410.73M
American Funds Capital World Gr&Inc R3
Price$62.84
Change+$0.22 (+0.35%)
VolumeN/A
Net Assets123.66B
LMPEX vs RWICX Comparison Chart
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LMPEX vs. RWICX commentary
Jan 15, 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 StrongBuy and RWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 124B vs. LMPEX (411M). 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 : 20.24 vs. RWICX (6.63). LMPEX return over 5 years is better than : 56.87 vs. RWICX (24.29).
| LMPEX | RWICX | LMPEX / RWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -0.248 | -0.619 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 411M | 124B | 0% |
| Annual Yield % from dividends | 1.03 | 1.43 | 72% |
| Returns for 1 year | 20.24 | 6.63 | 305% |
| Returns for 3 years | 20.74 | 3.42 | 606% |
| Returns for 5 years | 56.87 | 24.29 | 234% |
| Returns for 10 years | 103.71 | 43.14 | 240% |
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