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CWIAX vs LGCFX
CWIAX vs LGCFX Comparison
Open Charts CWIAX vs LGCFX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Lord Abbett Global Equity F
Price$19.17
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets234.84M
CWIAX vs LGCFX Comparison Chart in %
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CWIAX vs. LGCFX commentary
Jul 27, 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: 137B vs. LGCFX (235M). CWIAX pays higher dividends than LGCFX: CWIAX (1.46) vs LGCFX (0.48). CWIAX was incepted earlier than LGCFX: CWIAX (23 years) vs LGCFX (9 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 : 20.45 vs. CWIAX (13.76). LGCFX return over 5 years is better than : 62.17 vs. CWIAX (55.06).
| 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 | 9 years | - |
| Gain YTD | 15.007 | 14.997 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 235M | 58,298% |
| Annual Yield % from dividends | 1.46 | 0.48 | 304% |
| Returns for 1 year | 13.76 | 20.45 | 67% |
| Returns for 3 years | 52.42 | 66.42 | 79% |
| Returns for 5 years | 55.06 | 62.17 | 89% |
| Returns for 10 years | 84.54 | N/A | - |
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