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CWIAX vs LMPEX
CWIAX vs LMPEX Comparison
Open Charts CWIAX vs LMPEX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Franklin Global Equity 1
Price$28.53
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets512M
CWIAX vs LMPEX Comparison Chart in %
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CWIAX vs. LMPEX commentary
Oct 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 CWIAX is a Hold and LMPEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. LMPEX (512M). CWIAX pays higher dividends than LMPEX: CWIAX (1.39) vs LMPEX (0.71). CWIAX was incepted earlier than LMPEX: CWIAX (24 years) vs LMPEX (19 years). LMPEX (1.04) is less costly to investors than CWIAX (0.78). LMPEX is a more actively managed with annual turnover of: 29.00 vs. CWIAX (27.00). LMPEX has a lower initial minimum investment than CWIAX: LMPEX (0) vs CWIAX (250). LMPEX annual gain was more profitable for investors over the last year : 15.15 vs. CWIAX (10.77). LMPEX return over 5 years is better than : 81.76 vs. CWIAX (54.01).
| CWIAX | LMPEX | CWIAX / LMPEX | |
| Total Expense Ratio | 0.78 | 1.04 | 75% |
| Annual Report Gross Expense Ratio | 0.78 | 1.04 | 75% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 19.974 | 17.844 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 512M | 27,539% |
| Annual Yield % from dividends | 1.39 | 0.71 | 194% |
| Returns for 1 year | 10.77 | 15.15 | 71% |
| Returns for 3 years | 67.94 | 79.26 | 86% |
| Returns for 5 years | 54.01 | 81.76 | 66% |
| Returns for 10 years | 99.76 | 131.69 | 76% |
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