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$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
Franklin Global Equity 1
Price$27.86
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets502.01M
CWIAX vs LMPEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. LMPEX commentary
Sep 07, 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 Buy and LMPEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. LMPEX (502M). CWIAX pays higher dividends than LMPEX: CWIAX (1.43) vs LMPEX (0.75). 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 : 18.92 vs. CWIAX (13.15). LMPEX return over 5 years is better than : 80.20 vs. CWIAX (50.93).
| 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 | 16.202 | 15.076 | 107% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 502M | 27,291% |
| Annual Yield % from dividends | 1.43 | 0.75 | 191% |
| Returns for 1 year | 13.15 | 18.92 | 69% |
| Returns for 3 years | 55.56 | 68.24 | 81% |
| Returns for 5 years | 50.93 | 80.20 | 64% |
| Returns for 10 years | 98.76 | 132.13 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| RAMP.X | 0.054285 | 0.001806 | +3.44% |
| RAMP cryptocurrency | |||
| MINA.X | 0.178767 | -0.000150 | -0.08% |
| Mina cryptocurrency | |||
| ARK.X | 0.426036 | -0.004046 | -0.94% |
| Ark cryptocurrency | |||
| RGT.X | 0.061930 | -0.000698 | -1.11% |
| Rari Governance Token cryptocurrency | |||
| VET.X | 0.023319 | -0.000263 | -1.12% |
| VeChain cryptocurrency | |||