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LMPEX vs RWIEX
LMPEX vs RWIEX Comparison
Open Charts LMPEX vs RWIEX
Franklin Global Equity 1
Price$23.03
Change+$1.82 (+8.58%)
VolumeN/A
Net Assets403.18M
American Funds Capital World Gr&Inc R4
Price$60.55
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets116.98B
LMPEX vs RWIEX Comparison Chart
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LMPEX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 117B vs. LMPEX (403M). RWIEX pays higher dividends than LMPEX: RWIEX (1.63) vs LMPEX (0.86). LMPEX was incepted earlier than RWIEX: LMPEX (18 years) vs RWIEX (23 years). LMPEX (1.04) is less costly to investors than RWIEX (0.76). LMPEX is a more actively managed with annual turnover of: 29.00 vs. RWIEX (27.00). 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 : -5.25 vs. RWIEX (-10.88). LMPEX return over 5 years is better than : 68.58 vs. RWIEX (37.38).
| LMPEX | RWIEX | LMPEX / RWIEX | |
| Total Expense Ratio | 1.04 | 0.76 | 137% |
| Annual Report Gross Expense Ratio | 1.04 | 0.76 | 137% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -12.392 | -10.309 | 120% |
| 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 | 1.63 | 53% |
| Returns for 1 year | -5.25 | -10.88 | 48% |
| Returns for 3 years | 12.53 | 1.43 | 878% |
| Returns for 5 years | 68.58 | 37.38 | 183% |
| Returns for 10 years | 65.46 | 23.61 | 277% |
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