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LMPEX vs RWIHX
LMPEX vs RWIHX Comparison
Open Charts LMPEX vs RWIHX
Franklin Global Equity 1
Price$22.83
Change+$0.13 (+0.57%)
VolumeN/A
Net Assets397.03M
American Funds Capital World Gr&Inc R5E
Price$60.86
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
LMPEX vs RWIHX Comparison Chart
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LMPEX vs. RWIHX commentary
Apr 18, 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 117B vs. LMPEX (397M). RWIHX pays higher dividends than LMPEX: RWIHX (1.84) vs LMPEX (0.86). LMPEX was incepted earlier than RWIHX: LMPEX (18 years) vs RWIHX (9 years). LMPEX (1.04) is less costly to investors than RWIHX (0.56). LMPEX is a more actively managed with annual turnover of: 29.00 vs. RWIHX (27.00). LMPEX has a lower initial minimum investment than RWIHX: LMPEX (0) vs RWIHX (250). LMPEX annual gain was more profitable for investors over the last year : 6.30 vs. RWIHX (-1.19). LMPEX return over 5 years is better than : 79.43 vs. RWIHX (44.32).
| LMPEX | RWIHX | LMPEX / RWIHX | |
| Total Expense Ratio | 1.04 | 0.56 | 186% |
| Annual Report Gross Expense Ratio | 1.04 | 0.56 | 186% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | -4.585 | -3.843 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 117B | 0% |
| Annual Yield % from dividends | 0.86 | 1.84 | 47% |
| Returns for 1 year | 6.30 | -1.19 | -530% |
| Returns for 3 years | 24.20 | 10.86 | 223% |
| Returns for 5 years | 79.43 | 44.32 | 179% |
| Returns for 10 years | 80.85 | N/A | - |
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