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CWIAX vs LGCFX
CWIAX vs LGCFX Comparison
Open Charts CWIAX vs LGCFX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Lord Abbett Global Equity F
Price$18.99
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets214.78M
CWIAX vs LGCFX Comparison Chart in %
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CWIAX vs. LGCFX commentary
Jul 07, 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 LGCFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. LGCFX (215M). CWIAX pays higher dividends than LGCFX: CWIAX (1.46) vs LGCFX (0.48). CWIAX was incepted earlier than LGCFX: CWIAX (23 years) vs LGCFX (8 years). LGCFX (1.57) is less costly to investors than CWIAX (0.78). LGCFX is a more actively managed with annual turnover of: 41.00 vs. CWIAX (27.00). LGCFX has a lower initial minimum investment than CWIAX: LGCFX (0) vs CWIAX (250). LGCFX annual gain was more profitable for investors over the last year : 16.55 vs. CWIAX (9.32). LGCFX return over 5 years is better than : 65.71 vs. CWIAX (56.88).
| CWIAX | LGCFX | CWIAX / LGCFX | |
| Total Expense Ratio | 0.78 | 0.75 | 104% |
| Annual Report Gross Expense Ratio | 0.78 | 1.57 | 50% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 13.573 | 13.917 | 98% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 215M | 63,256% |
| Annual Yield % from dividends | 1.46 | 0.48 | 304% |
| Returns for 1 year | 9.32 | 16.55 | 56% |
| Returns for 3 years | 51.64 | 68.46 | 75% |
| Returns for 5 years | 56.88 | 65.71 | 87% |
| Returns for 10 years | 84.28 | N/A | - |
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