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FCWGX vs LMPEX
FCWGX vs LMPEX Comparison
Open Charts FCWGX vs LMPEX
American Funds Capital World Gr&Inc529F2
Price$68.71
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Franklin Global Equity 1
Price$25.74
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets458.29M
FCWGX vs LMPEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. LMPEX (458M). FCWGX pays higher dividends than LMPEX: FCWGX (1.75) vs LMPEX (0.80). 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). LMPEX annual gain was more profitable for investors over the last year : 10.29 vs. FCWGX (6.60).
| 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 | 9.138 | 6.320 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 458M | 28,603% |
| Annual Yield % from dividends | 1.75 | 0.80 | 218% |
| Returns for 1 year | 6.60 | 10.29 | 64% |
| Returns for 3 years | 46.60 | 58.76 | 79% |
| Returns for 5 years | N/A | 83.52 | - |
| Returns for 10 years | N/A | 101.95 | - |
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