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CWIAX vs LMPEX
CWIAX vs LMPEX Comparison
Open Charts CWIAX vs LMPEX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Franklin Global Equity 1
Price$28.70
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets567.67M
CWIAX vs LMPEX Comparison Chart in %
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CWIAX vs. LMPEX commentary
Feb 05, 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 CWIAX is a Buy and LMPEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. LMPEX (568M). CWIAX pays higher dividends than LMPEX: CWIAX (1.45) vs LMPEX (0.68). 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). CWIAX (16.21) and LMPEX (15.93) have marching annual gain over last year. LMPEX return over 5 years is better than : 61.36 vs. CWIAX (33.28).
| 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 | 4.934 | 2.390 | 206% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 568M | 25,000% |
| Annual Yield % from dividends | 1.45 | 0.68 | 212% |
| Returns for 1 year | 16.21 | 15.93 | 102% |
| Returns for 3 years | 43.10 | 65.25 | 66% |
| Returns for 5 years | 33.28 | 61.36 | 54% |
| Returns for 10 years | 124.19 | 160.12 | 78% |
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