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LMPEX vs RWIFX
LMPEX vs RWIFX Comparison
Open Charts LMPEX vs RWIFX
Franklin Global Equity 1
Price$28.52
Change-$0.10 (-0.35%)
VolumeN/A
Net Assets561.78M
American Funds Capital World Gr&Inc R5
Price$74.19
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
LMPEX vs RWIFX Comparison Chart in %
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LMPEX vs. RWIFX 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 LMPEX is a Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. LMPEX (562M). RWIFX pays higher dividends than LMPEX: RWIFX (1.78) vs LMPEX (0.70). LMPEX was incepted earlier than RWIFX: LMPEX (19 years) vs RWIFX (24 years). LMPEX (1.04) is less costly to investors than RWIFX (0.46). LMPEX is a more actively managed with annual turnover of: 29.00 vs. RWIFX (27.00). LMPEX has a lower initial minimum investment than RWIFX: LMPEX (0) vs RWIFX (250). RWIFX (19.27) and LMPEX (18.34) have marching annual gain over last year. LMPEX return over 5 years is better than : 62.07 vs. RWIFX (33.00).
| LMPEX | RWIFX | LMPEX / RWIFX | |
| Total Expense Ratio | 1.04 | 0.46 | 226% |
| Annual Report Gross Expense Ratio | 1.04 | 0.46 | 226% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 1.748 | 3.748 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 142B | 0% |
| Annual Yield % from dividends | 0.70 | 1.78 | 39% |
| Returns for 1 year | 18.34 | 19.27 | 95% |
| Returns for 3 years | 69.83 | 44.85 | 156% |
| Returns for 5 years | 62.07 | 33.00 | 188% |
| Returns for 10 years | 157.21 | 102.06 | 154% |
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