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LMPEX vs RWIFX
LMPEX vs RWIFX Comparison
Open Charts LMPEX vs RWIFX
Franklin Global Equity 1
Price$25.05
Change-$0.41 (-1.61%)
VolumeN/A
Net Assets444.34M
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
LMPEX vs RWIFX Comparison Chart
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LMPEX vs. RWIFX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. LMPEX (444M). 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 : 15.96 vs. RWIFX (7.41). LMPEX return over 5 years is better than : 63.83 vs. RWIFX (33.89).
| 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 | 3.470 | 4.358 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 128B | 0% |
| Annual Yield % from dividends | 1.03 | 1.94 | 53% |
| Returns for 1 year | 15.96 | 7.41 | 215% |
| Returns for 3 years | 34.41 | 17.26 | 199% |
| Returns for 5 years | 63.83 | 33.89 | 188% |
| Returns for 10 years | 98.54 | 46.04 | 214% |
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