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CWIAX vs LGCWX
CWIAX vs LGCWX Comparison
Open Charts CWIAX vs LGCWX
American Funds Capital World Gr&Inc 529A
Price$73.25
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Lord Abbett Global Equity R6
Price$19.85
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets286.77M
CWIAX vs LGCWX Comparison Chart in %
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CWIAX vs. LGCWX commentary
Sep 09, 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 LGCWX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. LGCWX (287M). CWIAX pays higher dividends than LGCWX: CWIAX (1.43) vs LGCWX (0.55). CWIAX was incepted earlier than LGCWX: CWIAX (24 years) vs LGCWX (9 years). LGCWX (1.34) is less costly to investors than CWIAX (0.78). LGCWX is a more actively managed with annual turnover of: 41.00 vs. CWIAX (27.00). LGCWX has a lower initial minimum investment than CWIAX: LGCWX (0) vs CWIAX (250). LGCWX annual gain was more profitable for investors over the last year : 22.31 vs. CWIAX (15.58). LGCWX return over 5 years is better than : 59.21 vs. CWIAX (52.31).
| CWIAX | LGCWX | CWIAX / LGCWX | |
| Total Expense Ratio | 0.78 | 0.52 | 150% |
| Annual Report Gross Expense Ratio | 0.78 | 1.34 | 58% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 16.728 | 18.204 | 92% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 287M | 48,084% |
| Annual Yield % from dividends | 1.43 | 0.55 | 261% |
| Returns for 1 year | 15.58 | 22.31 | 70% |
| Returns for 3 years | 50.86 | 72.23 | 70% |
| Returns for 5 years | 52.31 | 59.21 | 88% |
| Returns for 10 years | 99.53 | N/A | - |
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