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LMPEX vs RWIFX
LMPEX vs RWIFX Comparison
Open Charts LMPEX vs RWIFX
Franklin Global Equity 1
Price$28.73
Change-$0.24 (-0.83%)
VolumeN/A
Net Assets529.64M
American Funds Capital World Gr&Inc R5
Price$74.78
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
LMPEX vs RWIFX Comparison Chart in %
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LMPEX vs. RWIFX commentary
Nov 20, 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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. LMPEX (530M). RWIFX pays higher dividends than LMPEX: RWIFX (1.60) vs LMPEX (0.70). LMPEX was incepted earlier than RWIFX: LMPEX (19 years) vs RWIFX (24 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 : 16.13 vs. RWIFX (12.50). LMPEX return over 5 years is better than : 77.62 vs. RWIFX (43.18).
| 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 | 24 years | - |
| Gain YTD | 19.661 | 19.166 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 140B | 0% |
| Annual Yield % from dividends | 0.70 | 1.60 | 44% |
| Returns for 1 year | 16.13 | 12.50 | 129% |
| Returns for 3 years | 68.58 | 51.93 | 132% |
| Returns for 5 years | 77.62 | 43.18 | 180% |
| Returns for 10 years | 129.94 | 76.03 | 171% |
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