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CWIAX vs LGCRX
CWIAX vs LGCRX Comparison
Open Charts CWIAX vs LGCRX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Lord Abbett Global Equity R3
Price$18.10
Change-$0.23 (-1.25%)
VolumeN/A
Net Assets185.05M
CWIAX vs LGCRX Comparison Chart
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CWIAX vs. LGCRX commentary
Jun 15, 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: 131B vs. LGCRX (185M). CWIAX pays higher dividends than LGCRX: CWIAX (1.52) vs LGCRX (0.15). CWIAX was incepted earlier than LGCRX: CWIAX (23 years) vs LGCRX (8 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 : 13.59 vs. CWIAX (6.31). LGCRX return over 5 years is better than : 64.75 vs. CWIAX (56.31).
| CWIAX | LGCRX | CWIAX / LGCRX | |
| Total Expense Ratio | 0.78 | 1.15 | 68% |
| Annual Report Gross Expense Ratio | 0.78 | 1.97 | 40% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 9.031 | 9.564 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 185M | 70,811% |
| Annual Yield % from dividends | 1.52 | 0.15 | 1,007% |
| Returns for 1 year | 6.31 | 13.59 | 46% |
| Returns for 3 years | 45.37 | 63.44 | 72% |
| Returns for 5 years | 56.31 | 64.75 | 87% |
| Returns for 10 years | 73.44 | N/A | - |
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