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CWIAX vs LGCAX
CWIAX vs LGCAX Comparison
Open Charts CWIAX vs LGCAX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Lord Abbett Global Equity A
Price$19.61
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets319.88M
CWIAX vs LGCAX Comparison Chart in %
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CWIAX vs. LGCAX 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 CWIAX is a Hold and LGCAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. LGCAX (320M). CWIAX pays higher dividends than LGCAX: CWIAX (1.39) vs LGCAX (0.35). 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 : 16.09 vs. CWIAX (10.77). CWIAX (54.01) and LGCAX (51.63) have equivalent 5 years return.
| 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 | 19.974 | 17.849 | 112% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 320M | 44,063% |
| Annual Yield % from dividends | 1.39 | 0.35 | 397% |
| Returns for 1 year | 10.77 | 16.09 | 67% |
| Returns for 3 years | 67.94 | 77.44 | 88% |
| Returns for 5 years | 54.01 | 51.63 | 105% |
| Returns for 10 years | 99.76 | N/A | - |
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