CWIAX
Price
$71.27
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
LGCFX
Price
$18.99
Change
+$0.14 (+0.74%)
Updated
Jul 3 closing price
Net Assets
214.78M
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CWIAX vs LGCFX

Header iconCWIAX vs LGCFX Comparison
Open Charts CWIAX vs LGCFXBanner chart's image
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Lord Abbett Global Equity F
Price$18.99
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets214.78M
CWIAX vs LGCFX Comparison Chart in %
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CWIAX vs. LGCFX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. LGCFX (215M). CWIAX pays higher dividends than LGCFX: CWIAX (1.46) vs LGCFX (0.48). 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 : 16.55 vs. CWIAX (9.32). LGCFX return over 5 years is better than : 65.71 vs. CWIAX (56.88).
CWIAXLGCFXCWIAX / LGCFX
Total Expense Ratio0.780.75104%
Annual Report Gross Expense Ratio0.781.5750%
Fund Existence23 years8 years-
Gain YTD13.57313.91798%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets136B215M63,256%
Annual Yield % from dividends1.460.48304%
Returns for 1 year9.3216.5556%
Returns for 3 years51.6468.4675%
Returns for 5 years56.8865.7187%
Returns for 10 years84.28N/A-
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