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LMPEX vs WGIFX
LMPEX vs WGIFX Comparison
Open Charts LMPEX vs WGIFX
Franklin Global Equity 1
Price$28.73
Change-$0.24 (-0.83%)
VolumeN/A
Net Assets529.64M
American Funds Capital World Gr&Inc F2
Price$74.64
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
LMPEX vs WGIFX Comparison Chart in %
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LMPEX vs. WGIFX commentary
Nov 20, 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 WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 140B vs. LMPEX (530M). WGIFX pays higher dividends than LMPEX: WGIFX (1.56) vs LMPEX (0.70). 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 : 16.13 vs. WGIFX (12.43). LMPEX return over 5 years is better than : 77.62 vs. WGIFX (42.84).
| 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 | 19.661 | 19.097 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 140B | 0% |
| Annual Yield % from dividends | 0.70 | 1.56 | 45% |
| Returns for 1 year | 16.13 | 12.43 | 130% |
| Returns for 3 years | 68.58 | 51.67 | 133% |
| Returns for 5 years | 77.62 | 42.84 | 181% |
| Returns for 10 years | 129.94 | 75.52 | 172% |
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