Interact to see
Advertisement
Advertisement
CWIAX vs LMPEX
CWIAX vs LMPEX Comparison
Open Charts CWIAX vs LMPEX
American Funds Capital World Gr&Inc 529A
Price$73.79
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
Franklin Global Equity 1
Price$28.52
Change-$0.10 (-0.35%)
VolumeN/A
Net Assets561.78M
CWIAX vs LMPEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. LMPEX commentary
Jan 15, 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 Hold and LMPEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. LMPEX (562M). CWIAX pays higher dividends than LMPEX: CWIAX (1.52) vs LMPEX (0.70). 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 (18.87) and LMPEX (18.34) have marching annual gain over last year. LMPEX return over 5 years is better than : 62.07 vs. CWIAX (33.89).
| 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 | 3.725 | 1.748 | 213% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 562M | 25,267% |
| Annual Yield % from dividends | 1.52 | 0.70 | 217% |
| Returns for 1 year | 18.87 | 18.34 | 103% |
| Returns for 3 years | 43.38 | 69.83 | 62% |
| Returns for 5 years | 33.89 | 62.07 | 55% |
| Returns for 10 years | 123.34 | 157.21 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers