Interact to see
Advertisement
Advertisement
CWGFX vs LGCYX
CWGFX vs LGCYX Comparison
Open Charts CWGFX vs LGCYX
American Funds Capital World Gr&Inc F1
Price$73.93
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets142.37B
Lord Abbett Global Equity I
Price$20.52
Change-$0.09 (-0.44%)
VolumeN/A
Net Assets378.35M
CWGFX vs LGCYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. LGCYX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. LGCYX (378M). CWGFX pays higher dividends than LGCYX: CWGFX (1.48) vs LGCYX (0.72). 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 : 24.90 vs. CWGFX (18.84). LGCYX return over 5 years is better than : 45.67 vs. CWGFX (31.11).
| 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 | 3.718 | 1.988 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 378M | 37,566% |
| Annual Yield % from dividends | 1.48 | 0.72 | 206% |
| Returns for 1 year | 18.84 | 24.90 | 76% |
| Returns for 3 years | 43.30 | 70.24 | 62% |
| Returns for 5 years | 31.11 | 45.67 | 68% |
| Returns for 10 years | 99.06 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement