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CWIAX vs LGCRX
CWIAX vs LGCRX Comparison
Open Charts CWIAX vs LGCRX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Lord Abbett Global Equity R3
Price$19.43
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets319.88M
CWIAX vs LGCRX Comparison Chart in %
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CWIAX vs. LGCRX commentary
Oct 21, 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 StrongBuy and LGCRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. LGCRX (320M). CWIAX pays higher dividends than LGCRX: CWIAX (1.39) 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 : 15.77 vs. CWIAX (10.77). CWIAX return over 5 years is better than : 54.01 vs. LGCRX (50.15).
| 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 | 19.974 | 17.615 | 113% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 320M | 44,063% |
| Annual Yield % from dividends | 1.39 | 0.14 | 1,007% |
| Returns for 1 year | 10.77 | 15.77 | 68% |
| Returns for 3 years | 67.94 | 76.72 | 89% |
| Returns for 5 years | 54.01 | 50.15 | 108% |
| Returns for 10 years | 99.76 | N/A | - |
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