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CWIAX vs LGCFX
CWIAX vs LGCFX Comparison
Open Charts CWIAX vs LGCFX
American Funds Capital World Gr&Inc 529A
Price$77.25
Change+$0.33 (+0.43%)
VolumeN/A
Net Assets143.54B
Lord Abbett Global Equity F
Price$20.26
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets342.23M
CWIAX vs LGCFX Comparison Chart in %
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CWIAX vs. LGCFX commentary
Nov 14, 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 StrongBuy and LGCFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. LGCFX (342M). CWIAX pays higher dividends than LGCFX: CWIAX (1.36) vs LGCFX (0.45). CWIAX was incepted earlier than LGCFX: CWIAX (24 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 : 18.48 vs. CWIAX (15.02). CWIAX (51.04) and LGCFX (49.19) have equivalent 5 years return.
| CWIAX | LGCFX | CWIAX / LGCFX | |
| Total Expense Ratio | 0.78 | 0.75 | 104% |
| Annual Report Gross Expense Ratio | 0.78 | 1.57 | 50% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 23.425 | 21.536 | 109% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 342M | 42,105% |
| Annual Yield % from dividends | 1.36 | 0.45 | 300% |
| Returns for 1 year | 15.02 | 18.48 | 81% |
| Returns for 3 years | 57.07 | 72.06 | 79% |
| Returns for 5 years | 51.04 | 49.19 | 104% |
| Returns for 10 years | 109.69 | N/A | - |
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