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CWIFX vs LMPEX
CWIFX vs LMPEX Comparison
Open Charts CWIFX vs LMPEX
American Funds Capital World Gr&Inc 529F
Price$75.10
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
CWIFX vs LMPEX Comparison Chart in %
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CWIFX 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 CWIFX is a Hold and LMPEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. LMPEX (512M). CWIFX pays higher dividends than LMPEX: CWIFX (1.53) vs LMPEX (0.71). 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 : 15.15 vs. CWIFX (10.94). LMPEX return over 5 years is better than : 81.76 vs. CWIFX (55.22).
| 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 | 20.108 | 17.844 | 113% |
| 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 | 1.53 | 0.71 | 213% |
| Returns for 1 year | 10.94 | 15.15 | 72% |
| Returns for 3 years | 68.69 | 79.26 | 87% |
| Returns for 5 years | 55.22 | 81.76 | 68% |
| Returns for 10 years | 103.66 | 131.69 | 79% |
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