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LMPEX vs WGIFX
LMPEX vs WGIFX Comparison
Open Charts LMPEX vs WGIFX
Franklin Global Equity 1
Price$28.53
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets512M
American Funds Capital World Gr&Inc F2
Price$75.32
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
LMPEX vs WGIFX Comparison Chart in %
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LMPEX vs. WGIFX 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 WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. LMPEX (512M). WGIFX pays higher dividends than LMPEX: WGIFX (1.59) vs LMPEX (0.71). 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 : 15.15 vs. WGIFX (11.05). LMPEX return over 5 years is better than : 81.76 vs. WGIFX (52.11).
| 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 | 17.844 | 20.182 | 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 | 1.59 | 45% |
| Returns for 1 year | 15.15 | 11.05 | 137% |
| Returns for 3 years | 79.26 | 68.14 | 116% |
| Returns for 5 years | 81.76 | 52.11 | 157% |
| Returns for 10 years | 131.69 | 78.84 | 167% |
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