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LMPEX vs RWIFX
LMPEX vs RWIFX Comparison
Open Charts LMPEX vs RWIFX
Franklin Global Equity 1
Price$25.46
Change+$0.19 (+0.75%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.99
Change+$0.28 (+0.41%)
VolumeN/A
CapitalizationN/A
LMPEX vs RWIFX Comparison Chart
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LMPEX vs. RWIFX commentary
Nov 22, 2024
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: 126B vs. LMPEX (404M). 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 : 32.44 vs. RWIFX (19.18). LMPEX return over 5 years is better than : 61.42 vs. RWIFX (41.97).
| 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 | 26.415 | 14.630 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 404M | 126B | 0% |
| Annual Yield % from dividends | 1.03 | 1.94 | 53% |
| Returns for 1 year | 32.44 | 19.18 | 169% |
| Returns for 3 years | 19.24 | 6.79 | 283% |
| Returns for 5 years | 61.42 | 41.97 | 146% |
| Returns for 10 years | 108.81 | 51.27 | 212% |