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FWCGX vs LMPEX
FWCGX vs LMPEX Comparison
Open Charts FWCGX vs LMPEX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Franklin Global Equity 1
Price$26.75
Change+$0.21 (+0.79%)
VolumeN/A
Net Assets477.13M
FWCGX vs LMPEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. LMPEX (477M). FWCGX pays higher dividends than LMPEX: FWCGX (1.73) vs LMPEX (0.78). FWCGX was incepted earlier than LMPEX: FWCGX (5 years) vs LMPEX (19 years). LMPEX (1.04) is less costly to investors than FWCGX (0.47). LMPEX is a more actively managed with annual turnover of: 29.00 vs. FWCGX (27.00). LMPEX has a lower initial minimum investment than FWCGX: LMPEX (0) vs FWCGX (250). LMPEX annual gain was more profitable for investors over the last year : 12.56 vs. FWCGX (9.68).
| FWCGX | LMPEX | FWCGX / LMPEX | |
| Total Expense Ratio | 0.47 | 1.04 | 45% |
| Annual Report Gross Expense Ratio | 0.47 | 1.04 | 45% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 13.732 | 10.492 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 477M | 28,512% |
| Annual Yield % from dividends | 1.73 | 0.78 | 223% |
| Returns for 1 year | 9.68 | 12.56 | 77% |
| Returns for 3 years | 53.08 | 65.18 | 81% |
| Returns for 5 years | N/A | 85.96 | - |
| Returns for 10 years | N/A | 113.57 | - |
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