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CWIEX vs LMPEX
CWIEX vs LMPEX Comparison
Open Charts CWIEX vs LMPEX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Franklin Global Equity 1
Price$28.53
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets512M
CWIEX vs LMPEX Comparison Chart in %
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CWIEX 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 CWIEX is a Hold and LMPEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. LMPEX (512M). CWIEX pays higher dividends than LMPEX: CWIEX (1.17) vs LMPEX (0.71). 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 annual gain was more profitable for investors over the last year : 15.15 vs. CWIEX (10.48). LMPEX return over 5 years is better than : 81.76 vs. CWIEX (52.18).
| 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 | 19.725 | 17.844 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 512M | 27,539% |
| Annual Yield % from dividends | 1.17 | 0.71 | 164% |
| Returns for 1 year | 10.48 | 15.15 | 69% |
| Returns for 3 years | 66.72 | 79.26 | 84% |
| Returns for 5 years | 52.18 | 81.76 | 64% |
| Returns for 10 years | 95.26 | 131.69 | 72% |
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