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LMPEX vs RWIFX
LMPEX vs RWIFX Comparison
Open Charts LMPEX vs RWIFX
Franklin Global Equity 1
Price$28.60
Change+$0.16 (+0.56%)
VolumeN/A
Net Assets513.9M
American Funds Capital World Gr&Inc R5
Price$75.18
Change+$0.30 (+0.40%)
VolumeN/A
Net Assets140.8B
LMPEX vs RWIFX Comparison Chart in %
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LMPEX vs. RWIFX commentary
Sep 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. LMPEX (514M). RWIFX pays higher dividends than LMPEX: RWIFX (1.69) vs LMPEX (0.75). 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 : 18.98 vs. RWIFX (14.59). LMPEX return over 5 years is better than : 88.09 vs. RWIFX (55.21).
| 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 | 17.472 | 19.804 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 141B | 0% |
| Annual Yield % from dividends | 0.75 | 1.69 | 44% |
| Returns for 1 year | 18.98 | 14.59 | 130% |
| Returns for 3 years | 71.84 | 60.01 | 120% |
| Returns for 5 years | 88.09 | 55.21 | 160% |
| Returns for 10 years | 137.33 | 84.35 | 163% |
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