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FWGIX vs LMPEX
FWGIX vs LMPEX Comparison
Open Charts FWGIX vs LMPEX
American Funds Capital World Gr&Inc F3
Price$71.84
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets142.32B
Franklin Global Equity 1
Price$28.40
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets557.2M
FWGIX vs LMPEX Comparison Chart in %
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FWGIX vs. LMPEX commentary
Dec 26, 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 FWGIX is a Hold and LMPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 142B vs. LMPEX (557M). FWGIX pays higher dividends than LMPEX: FWGIX (1.64) vs LMPEX (0.70). FWGIX was incepted earlier than LMPEX: FWGIX (9 years) vs LMPEX (19 years). LMPEX (1.04) is less costly to investors than FWGIX (0.41). LMPEX is a more actively managed with annual turnover of: 29.00 vs. FWGIX (27.00). LMPEX has a lower initial minimum investment than FWGIX: LMPEX (0) vs FWGIX (1000000). LMPEX annual gain was more profitable for investors over the last year : 14.98 vs. FWGIX (12.59). LMPEX return over 5 years is better than : 65.41 vs. FWGIX (32.83).
| FWGIX | LMPEX | FWGIX / LMPEX | |
| Total Expense Ratio | 0.41 | 1.04 | 39% |
| Annual Report Gross Expense Ratio | 0.41 | 1.04 | 39% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 14.614 | 17.307 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 557M | 25,494% |
| Annual Yield % from dividends | 1.64 | 0.70 | 235% |
| Returns for 1 year | 12.59 | 14.98 | 84% |
| Returns for 3 years | 47.50 | 74.73 | 64% |
| Returns for 5 years | 32.83 | 65.41 | 50% |
| Returns for 10 years | N/A | 129.60 | - |
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