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CWIFX vs LMPEX
CWIFX vs LMPEX Comparison
Open Charts CWIFX vs LMPEX
American Funds Capital World Gr&Inc 529F
Price$77.27
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
CWIFX vs LMPEX Comparison Chart in %
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CWIFX 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 CWIFX is a StrongBuy and LMPEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. LMPEX (536M). CWIFX pays higher dividends than LMPEX: CWIFX (1.49) 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 : 16.94 vs. CWIFX (15.20). LMPEX return over 5 years is better than : 83.14 vs. CWIFX (52.22).
| 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 | 23.579 | 22.594 | 104% |
| 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 | 1.49 | 0.70 | 212% |
| Returns for 1 year | 15.20 | 16.94 | 90% |
| Returns for 3 years | 57.77 | 71.08 | 81% |
| Returns for 5 years | 52.22 | 83.14 | 63% |
| Returns for 10 years | 113.80 | 143.38 | 79% |
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