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CWIAX vs LGCYX
CWIAX vs LGCYX Comparison
Open Charts CWIAX vs LGCYX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Lord Abbett Global Equity I
Price$19.18
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets234.84M
CWIAX vs LGCYX Comparison Chart in %
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CWIAX vs. LGCYX commentary
Jul 27, 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: 137B vs. LGCYX (235M). CWIAX pays higher dividends than LGCYX: CWIAX (1.46) vs LGCYX (0.57). CWIAX was incepted earlier than LGCYX: CWIAX (23 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 : 20.70 vs. CWIAX (13.76). LGCYX return over 5 years is better than : 62.75 vs. CWIAX (55.06).
| CWIAX | LGCYX | CWIAX / LGCYX | |
| Total Expense Ratio | 0.78 | 0.65 | 120% |
| Annual Report Gross Expense Ratio | 0.78 | 1.47 | 53% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 15.007 | 15.195 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 235M | 58,298% |
| Annual Yield % from dividends | 1.46 | 0.57 | 255% |
| Returns for 1 year | 13.76 | 20.70 | 66% |
| Returns for 3 years | 52.42 | 66.88 | 78% |
| Returns for 5 years | 55.06 | 62.75 | 88% |
| Returns for 10 years | 84.54 | N/A | - |
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