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FWGIX vs LMPEX
FWGIX vs LMPEX Comparison
Open Charts FWGIX vs LMPEX
American Funds Capital World Gr&Inc F3
Price$71.56
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
FWGIX vs LMPEX Comparison Chart in %
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FWGIX vs. LMPEX commentary
Jul 07, 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: 136B vs. LMPEX (477M). FWGIX pays higher dividends than LMPEX: FWGIX (1.77) vs LMPEX (0.78). 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 : 12.56 vs. FWGIX (9.74). LMPEX return over 5 years is better than : 85.96 vs. FWGIX (54.88).
| 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 | 13.775 | 10.492 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 477M | 28,512% |
| Annual Yield % from dividends | 1.77 | 0.78 | 228% |
| Returns for 1 year | 9.74 | 12.56 | 78% |
| Returns for 3 years | 51.57 | 65.18 | 79% |
| Returns for 5 years | 54.88 | 85.96 | 64% |
| Returns for 10 years | N/A | 113.57 | - |
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