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CWIFX vs LMPEX
CWIFX vs LMPEX Comparison
Open Charts CWIFX vs LMPEX
American Funds Capital World Gr&Inc 529F
Price$77.03
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Franklin Global Equity 1
Price$29.68
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets545.39M
CWIFX vs LMPEX Comparison Chart in %
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CWIFX vs. LMPEX commentary
Dec 04, 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 CWIFX is a StrongBuy and LMPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. LMPEX (545M). CWIFX pays higher dividends than LMPEX: CWIFX (1.48) vs LMPEX (0.70). CWIFX was incepted earlier than LMPEX: CWIFX (23 years) vs LMPEX (19 years). LMPEX (1.04) is less costly to investors than CWIFX (0.86). LMPEX is a more actively managed with annual turnover of: 29.00 vs. CWIFX (27.00). LMPEX has a lower initial minimum investment than CWIFX: LMPEX (0) vs CWIFX (250). LMPEX annual gain was more profitable for investors over the last year : 14.46 vs. CWIFX (12.79). LMPEX return over 5 years is better than : 74.86 vs. CWIFX (45.56).
| CWIFX | LMPEX | CWIFX / LMPEX | |
| Total Expense Ratio | 0.86 | 1.04 | 83% |
| Annual Report Gross Expense Ratio | 0.86 | 1.04 | 83% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 22.203 | 21.685 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 545M | 26,055% |
| Annual Yield % from dividends | 1.48 | 0.70 | 213% |
| Returns for 1 year | 12.79 | 14.46 | 88% |
| Returns for 3 years | 51.07 | 67.13 | 76% |
| Returns for 5 years | 45.56 | 74.86 | 61% |
| Returns for 10 years | 106.66 | 132.48 | 81% |
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