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CWIAX vs LGCAX
CWIAX vs LGCAX Comparison
Open Charts CWIAX vs LGCAX
American Funds Capital World Gr&Inc 529A
Price$72.03
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
Lord Abbett Global Equity A
Price$19.54
Change-$0.09 (-0.46%)
VolumeN/A
Net Assets266.17M
CWIAX vs LGCAX Comparison Chart in %
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CWIAX vs. LGCAX commentary
Aug 20, 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 CWIAX is a Buy and LGCAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. LGCAX (266M). CWIAX pays higher dividends than LGCAX: CWIAX (1.46) vs LGCAX (0.37). CWIAX was incepted earlier than LGCAX: CWIAX (24 years) vs LGCAX (9 years). LGCAX (1.72) is less costly to investors than CWIAX (0.78). LGCAX is a more actively managed with annual turnover of: 41.00 vs. CWIAX (27.00). LGCAX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than LGCAX: CWIAX (250) vs LGCAX (1500). LGCAX annual gain was more profitable for investors over the last year : 18.52 vs. CWIAX (9.44). LGCAX return over 5 years is better than : 59.02 vs. CWIAX (50.20).
| CWIAX | LGCAX | CWIAX / LGCAX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 1.72 | 45% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.784 | 17.969 | 82% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 266M | 51,504% |
| Annual Yield % from dividends | 1.46 | 0.37 | 399% |
| Returns for 1 year | 9.44 | 18.52 | 51% |
| Returns for 3 years | 44.49 | 60.29 | 74% |
| Returns for 5 years | 50.20 | 59.02 | 85% |
| Returns for 10 years | 94.88 | N/A | - |
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