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CWIAX vs LGCRX
CWIAX vs LGCRX Comparison
Open Charts CWIAX vs LGCRX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Lord Abbett Global Equity R3
Price$20.41
Change+$0.62 (+3.13%)
VolumeN/A
Net Assets376.79M
CWIAX vs LGCRX Comparison Chart in %
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CWIAX vs. LGCRX commentary
Feb 05, 2026
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: 142B vs. LGCRX (377M). CWIAX pays higher dividends than LGCRX: CWIAX (1.45) vs LGCRX (0.28). 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: 61.00 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 : 20.63 vs. CWIAX (16.21). LGCRX return over 5 years is better than : 41.08 vs. CWIAX (33.28).
| 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 | 4.934 | 2.306 | 214% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 377M | 37,666% |
| Annual Yield % from dividends | 1.45 | 0.28 | 510% |
| Returns for 1 year | 16.21 | 20.63 | 79% |
| Returns for 3 years | 43.10 | 65.30 | 66% |
| Returns for 5 years | 33.28 | 41.08 | 81% |
| Returns for 10 years | 124.19 | N/A | - |
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