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LMPEX vs RWIFX
LMPEX vs RWIFX Comparison
Open Charts LMPEX vs RWIFX
Franklin Global Equity 1
Price$28.40
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets557.2M
American Funds Capital World Gr&Inc R5
Price$71.91
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
LMPEX vs RWIFX Comparison Chart in %
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LMPEX vs. RWIFX commentary
Dec 26, 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 StrongBuy and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. LMPEX (557M). RWIFX pays higher dividends than LMPEX: RWIFX (1.59) 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 : 14.98 vs. RWIFX (12.56). LMPEX return over 5 years is better than : 65.41 vs. RWIFX (32.63).
| 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 | 17.307 | 14.593 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 557M | 142B | 0% |
| Annual Yield % from dividends | 0.70 | 1.59 | 44% |
| Returns for 1 year | 14.98 | 12.56 | 119% |
| Returns for 3 years | 74.73 | 47.35 | 158% |
| Returns for 5 years | 65.41 | 32.63 | 200% |
| Returns for 10 years | 129.60 | 76.69 | 169% |
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