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CWIAX vs LGCYX
CWIAX vs LGCYX Comparison
Open Charts CWIAX vs LGCYX
American Funds Capital World Gr&Inc 529A
Price$77.25
Change+$0.33 (+0.43%)
VolumeN/A
Net Assets143.54B
Lord Abbett Global Equity I
Price$20.27
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets343.66M
CWIAX vs LGCYX Comparison Chart in %
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CWIAX vs. LGCYX commentary
Nov 14, 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 StrongBuy and LGCYX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. LGCYX (344M). CWIAX pays higher dividends than LGCYX: CWIAX (1.36) vs LGCYX (0.54). 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 : 18.73 vs. CWIAX (15.02). CWIAX (51.04) and LGCYX (49.62) have equivalent 5 years return.
| 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 | 23.425 | 21.742 | 108% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 344M | 41,860% |
| Annual Yield % from dividends | 1.36 | 0.54 | 252% |
| Returns for 1 year | 15.02 | 18.73 | 80% |
| Returns for 3 years | 57.07 | 72.38 | 79% |
| Returns for 5 years | 51.04 | 49.62 | 103% |
| Returns for 10 years | 109.69 | N/A | - |
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