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LMPEX vs WGIFX
LMPEX vs WGIFX Comparison
Open Charts LMPEX vs WGIFX
Franklin Global Equity 1
Price$27.86
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets501.74M
American Funds Capital World Gr&Inc F2
Price$72.82
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets137.57B
LMPEX vs WGIFX Comparison Chart in %
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LMPEX vs. WGIFX commentary
Sep 08, 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 Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. LMPEX (502M). WGIFX pays higher dividends than LMPEX: WGIFX (1.64) vs LMPEX (0.75). 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 : 18.92 vs. WGIFX (13.44). LMPEX return over 5 years is better than : 80.20 vs. WGIFX (48.42).
| 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 | 15.076 | 16.367 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 138B | 0% |
| Annual Yield % from dividends | 0.75 | 1.64 | 46% |
| Returns for 1 year | 18.92 | 13.44 | 141% |
| Returns for 3 years | 68.24 | 55.06 | 124% |
| Returns for 5 years | 80.20 | 48.42 | 166% |
| Returns for 10 years | 132.13 | 77.16 | 171% |
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