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CWIAX vs LGCRX
CWIAX vs LGCRX Comparison
Open Charts CWIAX vs LGCRX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Lord Abbett Global Equity R3
Price$19.48
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets307.72M
CWIAX vs LGCRX Comparison Chart in %
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CWIAX vs. LGCRX commentary
Sep 28, 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 LGCRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. LGCRX (308M). CWIAX pays higher dividends than LGCRX: CWIAX (1.43) vs LGCRX (0.14). CWIAX was incepted earlier than LGCRX: CWIAX (24 years) vs LGCRX (9 years). LGCRX (1.97) is less costly to investors than CWIAX (0.78). LGCRX is a more actively managed with annual turnover of: 41.00 vs. CWIAX (27.00). LGCRX has a lower initial minimum investment than CWIAX: LGCRX (0) vs CWIAX (250). LGCRX annual gain was more profitable for investors over the last year : 16.34 vs. CWIAX (9.41). LGCRX (61.24) and CWIAX (58.49) have equivalent 5 years return.
| CWIAX | LGCRX | CWIAX / LGCRX | |
| Total Expense Ratio | 0.78 | 1.15 | 68% |
| Annual Report Gross Expense Ratio | 0.78 | 1.97 | 40% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 18.856 | 17.918 | 105% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 308M | 45,455% |
| Annual Yield % from dividends | 1.43 | 0.14 | 1,018% |
| Returns for 1 year | 9.41 | 16.34 | 58% |
| Returns for 3 years | 70.79 | 82.78 | 86% |
| Returns for 5 years | 58.49 | 61.24 | 96% |
| Returns for 10 years | 114.38 | N/A | - |
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