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LMPEX vs RWIFX
LMPEX vs RWIFX Comparison
Open Charts LMPEX vs RWIFX
Franklin Global Equity 1
Price$28.70
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets567.67M
American Funds Capital World Gr&Inc R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
LMPEX vs RWIFX Comparison Chart in %
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LMPEX vs. RWIFX commentary
Feb 05, 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 Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. LMPEX (568M). RWIFX pays higher dividends than LMPEX: RWIFX (1.70) vs LMPEX (0.68). 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 (16.61) and LMPEX (15.93) have marching annual gain over last year. LMPEX return over 5 years is better than : 61.36 vs. RWIFX (32.39).
| 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 | 2.390 | 4.964 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 568M | 142B | 0% |
| Annual Yield % from dividends | 0.68 | 1.70 | 40% |
| Returns for 1 year | 15.93 | 16.61 | 96% |
| Returns for 3 years | 65.25 | 44.56 | 146% |
| Returns for 5 years | 61.36 | 32.39 | 189% |
| Returns for 10 years | 160.12 | 102.75 | 156% |
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