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LMPEX vs WGIFX
LMPEX vs WGIFX Comparison
Open Charts LMPEX vs WGIFX
LMPEX vs WGIFX Comparison Chart in %
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LMPEX vs. WGIFX commentary
Aug 24, 2026
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 WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 156B vs. LMPEX (683M). WGIFX pays higher dividends than LMPEX: WGIFX (1.55) vs LMPEX (0.63). LMPEX was incepted earlier than WGIFX: LMPEX (20 years) vs WGIFX (18 years). LMPEX (0.98) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 44.00 vs. LMPEX (31.00). 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 : 18.76 vs. WGIFX (17.49). LMPEX return over 5 years is better than : 60.22 vs. WGIFX (38.47).
| LMPEX | WGIFX | LMPEX / WGIFX | |
| Total Expense Ratio | 0.98 | 0.52 | 188% |
| Annual Report Gross Expense Ratio | 0.98 | 0.52 | 188% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 15.234 | 17.186 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 156B | 0% |
| Annual Yield % from dividends | 0.63 | 1.55 | 41% |
| Returns for 1 year | 18.76 | 17.49 | 107% |
| Returns for 3 years | 78.96 | 55.95 | 141% |
| Returns for 5 years | 60.22 | 38.47 | 157% |
| Returns for 10 years | 154.83 | 96.98 | 160% |
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