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LMPEX vs RWBEX
LMPEX vs RWBEX Comparison
Open Charts LMPEX vs RWBEX
Franklin Global Equity 1
Price$26.75
Change+$0.21 (+0.79%)
VolumeN/A
Net Assets477.13M
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
LMPEX vs RWBEX Comparison Chart in %
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LMPEX vs. RWBEX 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 LMPEX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. LMPEX (477M). RWBEX pays higher dividends than LMPEX: RWBEX (1.06) vs LMPEX (0.78). 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 : 12.56 vs. RWBEX (8.84). LMPEX return over 5 years is better than : 85.96 vs. RWBEX (50.51).
| 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 | 10.492 | 13.307 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 136B | 0% |
| Annual Yield % from dividends | 0.78 | 1.06 | 73% |
| Returns for 1 year | 12.56 | 8.84 | 142% |
| Returns for 3 years | 65.18 | 48.49 | 134% |
| Returns for 5 years | 85.96 | 50.51 | 170% |
| Returns for 10 years | 113.57 | 59.94 | 189% |
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