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CWIAX vs LGCFX
CWIAX vs LGCFX Comparison
Open Charts CWIAX vs LGCFX
American Funds Capital World Gr&Inc 529A
Price$71.54
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Lord Abbett Global Equity F
Price$20.35
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets364.27M
CWIAX vs LGCFX Comparison Chart in %
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CWIAX vs. LGCFX commentary
Dec 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 Hold and LGCFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. LGCFX (364M). CWIAX pays higher dividends than LGCFX: CWIAX (1.35) 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 : 19.57 vs. CWIAX (12.26). LGCFX return over 5 years is better than : 47.31 vs. CWIAX (33.62).
| 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 | 14.302 | 22.076 | 65% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 364M | 39,011% |
| Annual Yield % from dividends | 1.35 | 0.45 | 297% |
| Returns for 1 year | 12.26 | 19.57 | 63% |
| Returns for 3 years | 45.97 | 77.27 | 59% |
| Returns for 5 years | 33.62 | 47.31 | 71% |
| Returns for 10 years | 95.47 | N/A | - |
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