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LMPEX vs WGIFX
LMPEX vs WGIFX Comparison
Open Charts LMPEX vs WGIFX
Franklin Global Equity 1
Price$28.60
Change+$0.16 (+0.56%)
VolumeN/A
Net Assets513.9M
American Funds Capital World Gr&Inc F2
Price$74.74
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
LMPEX vs WGIFX Comparison Chart in %
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LMPEX vs. WGIFX commentary
Sep 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. LMPEX (514M). WGIFX pays higher dividends than LMPEX: WGIFX (1.64) vs LMPEX (0.75). 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 : 18.98 vs. WGIFX (13.62). LMPEX return over 5 years is better than : 88.09 vs. WGIFX (54.24).
| 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 | 17.472 | 19.256 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 141B | 0% |
| Annual Yield % from dividends | 0.75 | 1.64 | 46% |
| Returns for 1 year | 18.98 | 13.62 | 139% |
| Returns for 3 years | 71.84 | 60.01 | 120% |
| Returns for 5 years | 88.09 | 54.24 | 162% |
| Returns for 10 years | 137.33 | 82.88 | 166% |
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