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FWGIX vs LMPEX
FWGIX vs LMPEX Comparison
Open Charts FWGIX vs LMPEX
American Funds Capital World Gr&Inc F3
Price$74.12
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
FWGIX vs LMPEX Comparison Chart in %
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FWGIX vs. LMPEX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 142B vs. LMPEX (562M). FWGIX pays higher dividends than LMPEX: FWGIX (1.82) 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). FWGIX annual gain was more profitable for investors over the last year : 19.31 vs. LMPEX (18.34). LMPEX return over 5 years is better than : 62.07 vs. FWGIX (33.24).
| 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 | 3.737 | 1.748 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 562M | 25,267% |
| Annual Yield % from dividends | 1.82 | 0.70 | 261% |
| Returns for 1 year | 19.31 | 18.34 | 105% |
| Returns for 3 years | 45.05 | 69.83 | 65% |
| Returns for 5 years | 33.24 | 62.07 | 54% |
| Returns for 10 years | N/A | 157.21 | - |
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