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LMPEX vs RWIFX
LMPEX vs RWIFX Comparison
Open Charts LMPEX vs RWIFX
Franklin Global Equity 1
Price$28.77
Change-$0.19 (-0.66%)
VolumeN/A
Net Assets524.41M
American Funds Capital World Gr&Inc R5
Price$76.08
Change-$0.29 (-0.38%)
VolumeN/A
Net Assets142.77B
LMPEX vs RWIFX Comparison Chart in %
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LMPEX vs. RWIFX commentary
Oct 10, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 143B vs. LMPEX (524M). RWIFX pays higher dividends than LMPEX: RWIFX (1.64) vs LMPEX (0.71). LMPEX was incepted earlier than RWIFX: LMPEX (19 years) vs RWIFX (23 years). LMPEX (1.04) is less costly to investors than RWIFX (0.46). LMPEX is a more actively managed with annual turnover of: 29.00 vs. RWIFX (27.00). LMPEX has a lower initial minimum investment than RWIFX: LMPEX (0) vs RWIFX (250). LMPEX annual gain was more profitable for investors over the last year : 17.45 vs. RWIFX (12.27). LMPEX return over 5 years is better than : 84.50 vs. RWIFX (53.10).
| LMPEX | RWIFX | LMPEX / RWIFX | |
| Total Expense Ratio | 1.04 | 0.46 | 226% |
| Annual Report Gross Expense Ratio | 1.04 | 0.46 | 226% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 19.620 | 21.238 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 143B | 0% |
| Annual Yield % from dividends | 0.71 | 1.64 | 44% |
| Returns for 1 year | 17.45 | 12.27 | 142% |
| Returns for 3 years | 86.93 | 72.49 | 120% |
| Returns for 5 years | 84.50 | 53.10 | 159% |
| Returns for 10 years | 135.88 | 81.23 | 167% |
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