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LMPEX vs WGIFX
LMPEX vs WGIFX Comparison
Open Charts LMPEX vs WGIFX
Franklin Global Equity 1
Price$29.68
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets545.39M
American Funds Capital World Gr&Inc F2
Price$77.26
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets143.4B
LMPEX vs WGIFX Comparison Chart in %
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LMPEX vs. WGIFX commentary
Dec 04, 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 WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 143B vs. LMPEX (545M). WGIFX pays higher dividends than LMPEX: WGIFX (1.55) 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 : 14.46 vs. WGIFX (12.90). LMPEX return over 5 years is better than : 74.86 vs. WGIFX (42.65).
| 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 | 21.685 | 22.288 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 545M | 143B | 0% |
| Annual Yield % from dividends | 0.70 | 1.55 | 45% |
| Returns for 1 year | 14.46 | 12.90 | 112% |
| Returns for 3 years | 67.13 | 50.54 | 133% |
| Returns for 5 years | 74.86 | 42.65 | 176% |
| Returns for 10 years | 132.48 | 81.45 | 163% |
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