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CWIAX vs LGCRX
CWIAX vs LGCRX Comparison
Open Charts CWIAX vs LGCRX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Lord Abbett Global Equity R3
Price$18.97
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets234.84M
CWIAX vs LGCRX Comparison Chart in %
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CWIAX vs. LGCRX commentary
Jul 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: 137B vs. LGCRX (235M). CWIAX pays higher dividends than LGCRX: CWIAX (1.46) vs LGCRX (0.14). CWIAX was incepted earlier than LGCRX: CWIAX (23 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 : 20.10 vs. CWIAX (13.76). LGCRX return over 5 years is better than : 60.02 vs. CWIAX (55.06).
| 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 | 9 years | - |
| Gain YTD | 15.007 | 14.831 | 101% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 235M | 58,298% |
| Annual Yield % from dividends | 1.46 | 0.14 | 1,011% |
| Returns for 1 year | 13.76 | 20.10 | 68% |
| Returns for 3 years | 52.42 | 65.37 | 80% |
| Returns for 5 years | 55.06 | 60.02 | 92% |
| Returns for 10 years | 84.54 | N/A | - |
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