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CWIAX vs LGCFX
CWIAX vs LGCFX Comparison
Open Charts CWIAX vs LGCFX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Lord Abbett Global Equity F
Price$18.28
Change-$0.23 (-1.24%)
VolumeN/A
Net Assets183.4M
CWIAX vs LGCFX Comparison Chart
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CWIAX vs. LGCFX commentary
Jun 16, 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: 131B vs. LGCFX (183M). CWIAX pays higher dividends than LGCFX: CWIAX (1.52) vs LGCFX (0.50). 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 : 14.00 vs. CWIAX (6.31). LGCFX return over 5 years is better than : 66.91 vs. CWIAX (56.31).
| 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 | 9.031 | 9.658 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 183M | 71,585% |
| Annual Yield % from dividends | 1.52 | 0.50 | 302% |
| Returns for 1 year | 6.31 | 14.00 | 45% |
| Returns for 3 years | 45.37 | 64.46 | 70% |
| Returns for 5 years | 56.31 | 66.91 | 84% |
| Returns for 10 years | 73.44 | N/A | - |
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