Interact to see
Advertisement
Advertisement
LMPEX vs RWIFX
LMPEX vs RWIFX Comparison
Open Charts LMPEX vs RWIFX
Franklin Global Equity 1
Price$25.74
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets463.12M
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
LMPEX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMPEX vs. RWIFX commentary
Jun 14, 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: 132B vs. LMPEX (463M). RWIFX pays higher dividends than LMPEX: RWIFX (1.80) vs LMPEX (0.80). 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 : 11.45 vs. RWIFX (6.65). LMPEX return over 5 years is better than : 85.44 vs. RWIFX (53.30).
| 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 | 7.435 | 9.163 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 463M | 132B | 0% |
| Annual Yield % from dividends | 0.80 | 1.80 | 45% |
| Returns for 1 year | 11.45 | 6.65 | 172% |
| Returns for 3 years | 60.42 | 45.12 | 134% |
| Returns for 5 years | 85.44 | 53.30 | 160% |
| Returns for 10 years | 104.07 | 53.59 | 194% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement