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LMPEX vs RWIFX
LMPEX vs RWIFX Comparison
Open Charts LMPEX vs RWIFX
Franklin Global Equity 1
Price$27.22
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets487.28M
American Funds Capital World Gr&Inc R5
Price$72.53
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.3B
LMPEX vs RWIFX Comparison Chart in %
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LMPEX vs. RWIFX commentary
Jul 26, 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 (487M). RWIFX pays higher dividends than LMPEX: RWIFX (1.72) vs LMPEX (0.78). 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 : 17.83 vs. RWIFX (14.13). LMPEX return over 5 years is better than : 84.10 vs. RWIFX (52.85).
| 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 | 12.185 | 15.198 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 137B | 0% |
| Annual Yield % from dividends | 0.78 | 1.72 | 45% |
| Returns for 1 year | 17.83 | 14.13 | 126% |
| Returns for 3 years | 62.69 | 52.17 | 120% |
| Returns for 5 years | 84.10 | 52.85 | 159% |
| Returns for 10 years | 114.33 | 64.97 | 176% |
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