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LMPEX vs RWBEX
LMPEX vs RWBEX Comparison
Open Charts LMPEX vs RWBEX
Franklin Global Equity 1
Price$25.74
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets458.29M
American Funds Capital World Gr&Inc R2E
Price$68.44
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
LMPEX vs RWBEX Comparison Chart
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LMPEX vs. RWBEX 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 LMPEX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 131B vs. LMPEX (458M). RWBEX pays higher dividends than LMPEX: RWBEX (1.11) vs LMPEX (0.80). LMPEX was incepted earlier than RWBEX: LMPEX (19 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than LMPEX (1.04). LMPEX is a more actively managed with annual turnover of: 29.00 vs. RWBEX (27.00). LMPEX has a lower initial minimum investment than RWBEX: LMPEX (0) vs RWBEX (250). LMPEX annual gain was more profitable for investors over the last year : 10.29 vs. RWBEX (5.84). LMPEX return over 5 years is better than : 83.52 vs. RWBEX (49.52).
| LMPEX | RWBEX | LMPEX / RWBEX | |
| Total Expense Ratio | 1.04 | 1.21 | 86% |
| Annual Report Gross Expense Ratio | 1.04 | 1.21 | 86% |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | 6.320 | 8.807 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 458M | 131B | 0% |
| Annual Yield % from dividends | 0.80 | 1.11 | 72% |
| Returns for 1 year | 10.29 | 5.84 | 176% |
| Returns for 3 years | 58.76 | 42.36 | 139% |
| Returns for 5 years | 83.52 | 49.52 | 169% |
| Returns for 10 years | 101.95 | 49.42 | 206% |
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