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CWIEX vs LMPEX
CWIEX vs LMPEX Comparison
Open Charts CWIEX vs LMPEX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Franklin Global Equity 1
Price$28.70
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets567.67M
CWIEX vs LMPEX Comparison Chart in %
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CWIEX 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 CWIEX is a Buy and LMPEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. LMPEX (568M). CWIEX pays higher dividends than LMPEX: CWIEX (1.24) vs LMPEX (0.68). CWIEX was incepted earlier than LMPEX: CWIEX (24 years) vs LMPEX (19 years). LMPEX (1.04) and CWIEX (1.00) have similar cost to investors . LMPEX is a more actively managed with annual turnover of: 29.00 vs. CWIEX (27.00). LMPEX has a lower initial minimum investment than CWIEX: LMPEX (0) vs CWIEX (250). LMPEX (15.93) and CWIEX (15.93) have marching annual gain over last year. LMPEX return over 5 years is better than : 61.36 vs. CWIEX (31.71).
| CWIEX | LMPEX | CWIEX / LMPEX | |
| Total Expense Ratio | 1.00 | 1.04 | 96% |
| Annual Report Gross Expense Ratio | 1.00 | 1.04 | 96% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 4.913 | 2.390 | 206% |
| Front Load | N/A | 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 | 1.24 | 0.68 | 182% |
| Returns for 1 year | 15.93 | 15.93 | 100% |
| Returns for 3 years | 42.06 | 65.25 | 64% |
| Returns for 5 years | 31.71 | 61.36 | 52% |
| Returns for 10 years | 119.07 | 160.12 | 74% |
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