CWIAX
Price
$72.17
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.34B
LGCYX
Price
$19.18
Change
+$0.07 (+0.37%)
Updated
Jul 25 closing price
Net Assets
234.84M
Interact to see
Advertisement

CWIAX vs LGCYX

Header iconCWIAX vs LGCYX Comparison
Open Charts CWIAX vs LGCYXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
CWIAXLGCYXCWIAX / LGCYX
Total Expense Ratio0.780.65120%
Annual Report Gross Expense Ratio0.781.4753%
Fund Existence23 years9 years-
Gain YTD15.00715.19599%
Front Load4%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B235M58,298%
Annual Yield % from dividends1.460.57255%
Returns for 1 year13.7620.7066%
Returns for 3 years52.4266.8878%
Returns for 5 years55.0662.7588%
Returns for 10 years84.54N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PMAQX48.540.35
+0.73%
Principal MidCap R6
MALRX22.780.09
+0.40%
BlackRock Advantage Large Cap Core Instl
SMEIX18.780.05
+0.27%
Invesco Small Cap Equity R5
SCIZX7.840.01
+0.13%
Virtus SGA International Growth R6
TNVDX10.59N/A
-0.03%
1290 Loomis Sayles Multi-Asset Income I