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LMPEX vs WGIFX
LMPEX vs WGIFX Comparison
Open Charts LMPEX vs WGIFX
Franklin Global Equity 1
Price$28.52
Change-$0.10 (-0.35%)
VolumeN/A
Net Assets561.78M
American Funds Capital World Gr&Inc F2
Price$74.03
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets142.37B
LMPEX vs WGIFX Comparison Chart in %
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LMPEX vs. WGIFX 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 WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. LMPEX (562M). WGIFX pays higher dividends than LMPEX: WGIFX (1.73) vs LMPEX (0.70). LMPEX was incepted earlier than WGIFX: LMPEX (19 years) vs WGIFX (17 years). LMPEX (1.04) is less costly to investors than WGIFX (0.52). LMPEX is a more actively managed with annual turnover of: 29.00 vs. WGIFX (27.00). LMPEX has a lower initial minimum investment than WGIFX: LMPEX (0) vs WGIFX (250). WGIFX (19.18) and LMPEX (18.34) have marching annual gain over last year. LMPEX return over 5 years is better than : 62.07 vs. WGIFX (32.65).
| LMPEX | WGIFX | LMPEX / WGIFX | |
| Total Expense Ratio | 1.04 | 0.52 | 200% |
| Annual Report Gross Expense Ratio | 1.04 | 0.52 | 200% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 1.748 | 3.727 | 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 | 1.73 | 40% |
| Returns for 1 year | 18.34 | 19.18 | 96% |
| Returns for 3 years | 69.83 | 44.56 | 157% |
| Returns for 5 years | 62.07 | 32.65 | 190% |
| Returns for 10 years | 157.21 | 101.38 | 155% |
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