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CWGFX vs LGCYX
CWGFX vs LGCYX Comparison
Open Charts CWGFX vs LGCYX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Lord Abbett Global Equity I
Price$19.67
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets319.88M
CWGFX vs LGCYX Comparison Chart in %
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CWGFX vs. LGCYX 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 CWGFX is a Hold and LGCYX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. LGCYX (320M). CWGFX pays higher dividends than LGCYX: CWGFX (1.35) vs LGCYX (0.54). CWGFX was incepted earlier than LGCYX: CWGFX (25 years) vs LGCYX (9 years). LGCYX (1.47) is less costly to investors than CWGFX (0.80). LGCYX is a more actively managed with annual turnover of: 41.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than LGCYX: CWGFX (250) vs LGCYX (1000000). LGCYX annual gain was more profitable for investors over the last year : 16.43 vs. CWGFX (10.73). LGCYX (52.77) and CWGFX (50.48) have equivalent 5 years return.
| CWGFX | LGCYX | CWGFX / LGCYX | |
| Total Expense Ratio | 0.80 | 0.65 | 123% |
| Annual Report Gross Expense Ratio | 0.80 | 1.47 | 54% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 19.913 | 18.138 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 320M | 44,063% |
| Annual Yield % from dividends | 1.35 | 0.54 | 248% |
| Returns for 1 year | 10.73 | 16.43 | 65% |
| Returns for 3 years | 66.79 | 78.31 | 85% |
| Returns for 5 years | 50.48 | 52.77 | 96% |
| Returns for 10 years | 76.92 | N/A | - |
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