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LMPEX vs RWIFX
LMPEX vs RWIFX Comparison
Open Charts LMPEX vs RWIFX
Franklin Global Equity 1
Price$27.77
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets495.21M
American Funds Capital World Gr&Inc R5
Price$73.25
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
LMPEX vs RWIFX Comparison Chart in %
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LMPEX vs. RWIFX commentary
Aug 29, 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: 137B vs. LMPEX (495M). RWIFX pays higher dividends than LMPEX: RWIFX (1.72) vs LMPEX (0.77). 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 : 15.50 vs. RWIFX (10.96). LMPEX return over 5 years is better than : 75.00 vs. RWIFX (45.83).
| 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 | 14.416 | 16.342 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 137B | 0% |
| Annual Yield % from dividends | 0.77 | 1.72 | 45% |
| Returns for 1 year | 15.50 | 10.96 | 141% |
| Returns for 3 years | 61.91 | 50.71 | 122% |
| Returns for 5 years | 75.00 | 45.83 | 164% |
| Returns for 10 years | 130.97 | 76.64 | 171% |
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