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LMPEX vs WGIFX
LMPEX vs WGIFX Comparison
Open Charts LMPEX vs WGIFX
Franklin Global Equity 1
Price$29.68
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets536.39M
American Funds Capital World Gr&Inc F2
Price$77.50
Change+$0.33 (+0.43%)
VolumeN/A
Net Assets143.54B
LMPEX vs WGIFX Comparison Chart in %
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LMPEX vs. WGIFX 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 WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 144B vs. LMPEX (536M). WGIFX pays higher dividends than LMPEX: WGIFX (1.56) 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). LMPEX annual gain was more profitable for investors over the last year : 16.94 vs. WGIFX (15.32). LMPEX return over 5 years is better than : 83.14 vs. WGIFX (49.19).
| 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 | 22.594 | 23.660 | 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 | 1.56 | 45% |
| Returns for 1 year | 16.94 | 15.32 | 111% |
| Returns for 3 years | 71.08 | 57.23 | 124% |
| Returns for 5 years | 83.14 | 49.19 | 169% |
| Returns for 10 years | 143.38 | 87.75 | 163% |
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