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LMPEX vs RWIEX
LMPEX vs RWIEX Comparison
Open Charts LMPEX vs RWIEX
Franklin Global Equity 1
Price$25.05
Change-$0.41 (-1.61%)
VolumeN/A
Net Assets444.34M
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
LMPEX vs RWIEX Comparison Chart
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LMPEX vs. RWIEX 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. LMPEX (444M). RWIEX pays higher dividends than LMPEX: RWIEX (1.68) vs LMPEX (1.03). LMPEX was incepted earlier than RWIEX: LMPEX (18 years) vs RWIEX (23 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 : 15.96 vs. RWIEX (7.09). LMPEX return over 5 years is better than : 63.83 vs. RWIEX (32.66).
| LMPEX | RWIEX | LMPEX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 3.470 | 4.325 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 128B | 0% |
| Annual Yield % from dividends | 1.03 | 1.68 | 61% |
| Returns for 1 year | 15.96 | 7.09 | 225% |
| Returns for 3 years | 34.41 | 16.55 | 208% |
| Returns for 5 years | 63.83 | 32.66 | 195% |
| Returns for 10 years | 98.54 | 44.62 | 221% |
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