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LMPEX vs RWIEX
LMPEX vs RWIEX Comparison
Open Charts LMPEX vs RWIEX
Franklin Global Equity 1
Price$25.59
Change-$0.11 (-0.43%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$68.32
Change-$0.76 (-1.10%)
VolumeN/A
CapitalizationN/A
LMPEX vs RWIEX Comparison Chart
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LMPEX vs. RWIEX commentary
Nov 13, 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 LMPEX is a Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 129B vs. LMPEX (409M). RWIEX pays higher dividends than LMPEX: RWIEX (1.68) vs LMPEX (1.03). LMPEX was incepted earlier than RWIEX: LMPEX (18 years) vs RWIEX (22 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. LMPEX (24.00). LMPEX has a lower initial minimum investment than RWIEX: LMPEX (0) vs RWIEX (250). LMPEX annual gain was more profitable for investors over the last year : 37.50 vs. RWIEX (25.53). LMPEX return over 5 years is better than : 62.65 vs. RWIEX (44.33).
| LMPEX | RWIEX | LMPEX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 27.607 | 16.563 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 409M | 129B | 0% |
| Annual Yield % from dividends | 1.03 | 1.68 | 61% |
| Returns for 1 year | 37.50 | 25.53 | 147% |
| Returns for 3 years | 19.82 | 6.37 | 311% |
| Returns for 5 years | 62.65 | 44.33 | 141% |
| Returns for 10 years | 115.02 | 55.13 | 209% |