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LMPEX vs RWIFX
LMPEX vs RWIFX Comparison
Open Charts LMPEX vs RWIFX
Franklin Global Equity 1
Price$24.15
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets410.73M
American Funds Capital World Gr&Inc R5
Price$63.18
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets123.66B
LMPEX vs RWIFX Comparison Chart
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LMPEX vs. RWIFX commentary
Jan 15, 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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 124B vs. LMPEX (411M). RWIFX pays higher dividends than LMPEX: RWIFX (1.94) vs LMPEX (1.03). LMPEX was incepted earlier than RWIFX: LMPEX (18 years) vs RWIFX (23 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. LMPEX (24.00). 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 : 20.24 vs. RWIFX (7.31). LMPEX return over 5 years is better than : 56.87 vs. RWIFX (26.64).
| LMPEX | RWIFX | LMPEX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -0.248 | -0.598 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 411M | 124B | 0% |
| Annual Yield % from dividends | 1.03 | 1.94 | 53% |
| Returns for 1 year | 20.24 | 7.31 | 277% |
| Returns for 3 years | 20.74 | 4.73 | 438% |
| Returns for 5 years | 56.87 | 26.64 | 214% |
| Returns for 10 years | 103.71 | 46.06 | 225% |
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