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LMPEX vs WGIFX
LMPEX vs WGIFX Comparison
Open Charts LMPEX vs WGIFX
Franklin Global Equity 1
Price$28.77
Change-$0.19 (-0.66%)
VolumeN/A
Net Assets524.41M
American Funds Capital World Gr&Inc F2
Price$75.94
Change-$0.28 (-0.37%)
VolumeN/A
Net Assets142.77B
LMPEX vs WGIFX Comparison Chart in %
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LMPEX vs. WGIFX commentary
Oct 10, 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 143B vs. LMPEX (524M). WGIFX pays higher dividends than LMPEX: WGIFX (1.59) vs LMPEX (0.71). LMPEX was incepted earlier than WGIFX: LMPEX (19 years) vs WGIFX (17 years). LMPEX (1.04) is less costly to investors than WGIFX (0.52). LMPEX is a more actively managed with annual turnover of: 29.00 vs. WGIFX (27.00). LMPEX has a lower initial minimum investment than WGIFX: LMPEX (0) vs WGIFX (250). LMPEX annual gain was more profitable for investors over the last year : 17.45 vs. WGIFX (12.19). LMPEX return over 5 years is better than : 84.50 vs. WGIFX (52.73).
| LMPEX | WGIFX | LMPEX / WGIFX | |
| Total Expense Ratio | 1.04 | 0.52 | 200% |
| Annual Report Gross Expense Ratio | 1.04 | 0.52 | 200% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 19.620 | 21.171 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 143B | 0% |
| Annual Yield % from dividends | 0.71 | 1.59 | 45% |
| Returns for 1 year | 17.45 | 12.19 | 143% |
| Returns for 3 years | 86.93 | 72.22 | 120% |
| Returns for 5 years | 84.50 | 52.73 | 160% |
| Returns for 10 years | 135.88 | 80.71 | 168% |
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