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FCWGX vs LMPEX
FCWGX vs LMPEX Comparison
Open Charts FCWGX vs LMPEX
American Funds Capital World Gr&Inc529F2
Price$74.15
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
Franklin Global Equity 1
Price$28.52
Change-$0.10 (-0.35%)
VolumeN/A
Net Assets561.78M
FCWGX vs LMPEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. LMPEX (562M). FCWGX pays higher dividends than LMPEX: FCWGX (1.74) vs LMPEX (0.70). FCWGX was incepted earlier than LMPEX: FCWGX (5 years) vs LMPEX (19 years). LMPEX (1.04) is less costly to investors than FCWGX (0.52). LMPEX is a more actively managed with annual turnover of: 29.00 vs. FCWGX (27.00). LMPEX has a lower initial minimum investment than FCWGX: LMPEX (0) vs FCWGX (250). FCWGX (19.21) and LMPEX (18.34) have marching annual gain over last year. LMPEX return over 5 years is better than : 62.07 vs. FCWGX (35.75).
| FCWGX | LMPEX | FCWGX / LMPEX | |
| Total Expense Ratio | 0.52 | 1.04 | 50% |
| Annual Report Gross Expense Ratio | 0.52 | 1.04 | 50% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 3.735 | 1.748 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 562M | 25,267% |
| Annual Yield % from dividends | 1.74 | 0.70 | 248% |
| Returns for 1 year | 19.21 | 18.34 | 105% |
| Returns for 3 years | 44.64 | 69.83 | 64% |
| Returns for 5 years | 35.75 | 62.07 | 58% |
| Returns for 10 years | N/A | 157.21 | - |
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