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FWGIX vs LMPEX
FWGIX vs LMPEX Comparison
Open Charts FWGIX vs LMPEX
American Funds Capital World Gr&Inc F3
Price$68.68
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
FWGIX vs LMPEX Comparison Chart
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FWGIX vs. LMPEX commentary
Jun 16, 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 Buy and LMPEX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. LMPEX (458M). FWGIX pays higher dividends than LMPEX: FWGIX (1.85) vs LMPEX (0.80). FWGIX was incepted earlier than LMPEX: FWGIX (8 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 : 10.29 vs. FWGIX (6.71). LMPEX return over 5 years is better than : 83.52 vs. FWGIX (53.53).
| FWGIX | LMPEX | FWGIX / LMPEX | |
| Total Expense Ratio | 0.41 | 1.04 | 39% |
| Annual Report Gross Expense Ratio | 0.41 | 1.04 | 39% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 9.196 | 6.320 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 458M | 28,603% |
| Annual Yield % from dividends | 1.85 | 0.80 | 230% |
| Returns for 1 year | 6.71 | 10.29 | 65% |
| Returns for 3 years | 45.29 | 58.76 | 77% |
| Returns for 5 years | 53.53 | 83.52 | 64% |
| Returns for 10 years | N/A | 101.95 | - |
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