Interact to see
Advertisement
Advertisement
LMPEX vs RWIFX
LMPEX vs RWIFX Comparison
Open Charts LMPEX vs RWIFX
Franklin Global Equity 1
Price$28.53
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets512M
American Funds Capital World Gr&Inc R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
LMPEX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMPEX vs. RWIFX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. LMPEX (512M). RWIFX pays higher dividends than LMPEX: RWIFX (1.64) vs LMPEX (0.71). LMPEX was incepted earlier than RWIFX: LMPEX (19 years) vs RWIFX (23 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 : 15.15 vs. RWIFX (11.13). LMPEX return over 5 years is better than : 81.76 vs. RWIFX (52.48).
| 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 | 23 years | - |
| Gain YTD | 17.844 | 20.250 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 141B | 0% |
| Annual Yield % from dividends | 0.71 | 1.64 | 44% |
| Returns for 1 year | 15.15 | 11.13 | 136% |
| Returns for 3 years | 79.26 | 68.41 | 116% |
| Returns for 5 years | 81.76 | 52.48 | 156% |
| Returns for 10 years | 131.69 | 79.35 | 166% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement