CWIAX
Price
$75.09
Change
-$0.08 (-0.11%)
Updated
Oct 17 closing price
Net Assets
140.77B
LMPEX
Price
$28.53
Change
+$0.10 (+0.35%)
Updated
Oct 17 closing price
Net Assets
512M
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CWIAX vs LMPEX

Header iconCWIAX vs LMPEX Comparison
Open Charts CWIAX vs LMPEXBanner chart's image
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
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.

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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).
CWIAXLMPEXCWIAX / LMPEX
Total Expense Ratio0.781.0475%
Annual Report Gross Expense Ratio0.781.0475%
Fund Existence24 years19 years-
Gain YTD19.97417.844112%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B512M27,539%
Annual Yield % from dividends1.390.71194%
Returns for 1 year10.7715.1571%
Returns for 3 years67.9479.2686%
Returns for 5 years54.0181.7666%
Returns for 10 years99.76131.6976%
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