Interact to see
Advertisement
Advertisement
LMPEX vs RWIFX
LMPEX vs RWIFX Comparison
Open Charts LMPEX vs RWIFX
Franklin Global Equity 1
Price$29.68
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets536.39M
American Funds Capital World Gr&Inc R5
Price$77.65
Change+$0.33 (+0.43%)
VolumeN/A
Net Assets143.54B
LMPEX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMPEX vs. RWIFX commentary
Nov 14, 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 Hold and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. LMPEX (536M). RWIFX pays higher dividends than LMPEX: RWIFX (1.60) 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). LMPEX annual gain was more profitable for investors over the last year : 16.94 vs. RWIFX (15.39). LMPEX return over 5 years is better than : 83.14 vs. RWIFX (49.55).
| 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 | 22.594 | 23.740 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 536M | 144B | 0% |
| Annual Yield % from dividends | 0.70 | 1.60 | 44% |
| Returns for 1 year | 16.94 | 15.39 | 110% |
| Returns for 3 years | 71.08 | 57.49 | 124% |
| Returns for 5 years | 83.14 | 49.55 | 168% |
| Returns for 10 years | 143.38 | 88.26 | 162% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CEE | 15.89 | 0.18 | +1.15% |
| Central and Eastern Europe Fund (The) | |||
| CFO | 73.68 | 0.23 | +0.31% |
| VictoryShares US 500 Enh Vol Wtd ETF | |||
| BSCP | 20.72 | 0.01 | +0.02% |
| Invesco BulletShares 2025 Corp Bd ETF | |||
| EPSV | 24.02 | N/A | N/A |
| Harbor Smid Cap Value ETF | |||
| IBAT | 31.58 | -0.24 | -0.75% |
| iShares Energy Storage & Materials ETF | |||