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CWIAX vs LGCYX
CWIAX vs LGCYX Comparison
Open Charts CWIAX vs LGCYX
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Lord Abbett Global Equity I
Price$19.62
Change+$0.12 (+0.62%)
VolumeN/A
Net Assets286.77M
CWIAX vs LGCYX Comparison Chart in %
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CWIAX vs. LGCYX commentary
Sep 08, 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 LGCYX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. LGCYX (287M). CWIAX pays higher dividends than LGCYX: CWIAX (1.43) vs LGCYX (0.55). CWIAX was incepted earlier than LGCYX: CWIAX (24 years) vs LGCYX (9 years). LGCYX (1.47) is less costly to investors than CWIAX (0.78). LGCYX is a more actively managed with annual turnover of: 41.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than LGCYX: CWIAX (250) vs LGCYX (1000000). LGCYX annual gain was more profitable for investors over the last year : 22.18 vs. CWIAX (13.15). LGCYX return over 5 years is better than : 58.53 vs. CWIAX (50.93).
| CWIAX | LGCYX | CWIAX / LGCYX | |
| Total Expense Ratio | 0.78 | 0.65 | 120% |
| Annual Report Gross Expense Ratio | 0.78 | 1.47 | 53% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 16.202 | 18.138 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 287M | 48,084% |
| Annual Yield % from dividends | 1.43 | 0.55 | 258% |
| Returns for 1 year | 13.15 | 22.18 | 59% |
| Returns for 3 years | 55.56 | 71.73 | 77% |
| Returns for 5 years | 50.93 | 58.53 | 87% |
| Returns for 10 years | 98.76 | N/A | - |
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