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CWIEX vs LMPEX
CWIEX vs LMPEX Comparison
Open Charts CWIEX vs LMPEX
American Funds Capital World Gr&Inc 529E
Price$77.12
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets143.54B
Franklin Global Equity 1
Price$29.68
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets536.39M
CWIEX vs LMPEX Comparison Chart in %
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CWIEX vs. LMPEX commentary
Nov 14, 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 StrongBuy and LMPEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. LMPEX (536M). CWIEX pays higher dividends than LMPEX: CWIEX (1.15) vs LMPEX (0.70). 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 : 16.94 vs. CWIEX (14.74). LMPEX return over 5 years is better than : 83.14 vs. CWIEX (49.27).
| 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 | 23.158 | 22.594 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 536M | 26,866% |
| Annual Yield % from dividends | 1.15 | 0.70 | 163% |
| Returns for 1 year | 14.74 | 16.94 | 87% |
| Returns for 3 years | 55.93 | 71.08 | 79% |
| Returns for 5 years | 49.27 | 83.14 | 59% |
| Returns for 10 years | 105.00 | 143.38 | 73% |
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