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CWIAX vs LGCFX
CWIAX vs LGCFX Comparison
Open Charts CWIAX vs LGCFX
American Funds Capital World Gr&Inc 529A
Price$75.88
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
Lord Abbett Global Equity F
Price$19.84
Change+$0.18 (+0.92%)
VolumeN/A
Net Assets319.88M
CWIAX vs LGCFX Comparison Chart in %
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CWIAX vs. LGCFX commentary
Oct 21, 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: 141B vs. LGCFX (320M). CWIAX pays higher dividends than LGCFX: CWIAX (1.39) vs LGCFX (0.46). 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 : 16.70 vs. CWIAX (11.49). CWIAX (56.40) and LGCFX (53.73) 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 | 21.236 | 19.016 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 320M | 44,063% |
| Annual Yield % from dividends | 1.39 | 0.46 | 303% |
| Returns for 1 year | 11.49 | 16.70 | 69% |
| Returns for 3 years | 68.06 | 80.26 | 85% |
| Returns for 5 years | 56.40 | 53.73 | 105% |
| Returns for 10 years | 98.30 | N/A | - |
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