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LMPEX vs RWIFX
LMPEX vs RWIFX Comparison
Open Charts LMPEX vs RWIFX
Franklin Global Equity 1
Price$25.31
Change-$0.30 (-1.17%)
VolumeN/A
Net Assets453.2M
American Funds Capital World Gr&Inc R5
Price$67.17
Change-$0.71 (-1.05%)
VolumeN/A
Net Assets129.86B
LMPEX vs RWIFX Comparison Chart
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LMPEX vs. RWIFX commentary
May 22, 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: 130B vs. LMPEX (453M). RWIFX pays higher dividends than LMPEX: RWIFX (1.91) vs LMPEX (0.85). LMPEX was incepted earlier than RWIFX: LMPEX (18 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 : 11.82 vs. RWIFX (3.32). LMPEX return over 5 years is better than : 91.48 vs. RWIFX (56.14).
| LMPEX | RWIFX | LMPEX / RWIFX | |
| Total Expense Ratio | 1.04 | 0.46 | 226% |
| Annual Report Gross Expense Ratio | 1.04 | 0.46 | 226% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 5.783 | 6.077 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 453M | 130B | 0% |
| Annual Yield % from dividends | 0.85 | 1.91 | 45% |
| Returns for 1 year | 11.82 | 3.32 | 357% |
| Returns for 3 years | 50.80 | 32.97 | 154% |
| Returns for 5 years | 91.48 | 56.14 | 163% |
| Returns for 10 years | 96.68 | 45.85 | 211% |
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