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CWIAX vs LGCYX
CWIAX vs LGCYX Comparison
Open Charts CWIAX vs LGCYX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Lord Abbett Global Equity I
Price$20.60
Change+$0.57 (+2.85%)
VolumeN/A
Net Assets376.79M
CWIAX vs LGCYX Comparison Chart in %
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CWIAX vs. LGCYX commentary
Feb 04, 2026
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: 142B vs. LGCYX (377M). CWIAX pays higher dividends than LGCYX: CWIAX (1.45) vs LGCYX (0.70). 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: 61.00 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 : 21.28 vs. CWIAX (16.21). LGCYX return over 5 years is better than : 43.96 vs. CWIAX (33.28).
| 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 | 4.934 | 2.386 | 207% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 377M | 37,666% |
| Annual Yield % from dividends | 1.45 | 0.70 | 206% |
| Returns for 1 year | 16.21 | 21.28 | 76% |
| Returns for 3 years | 43.10 | 67.91 | 63% |
| Returns for 5 years | 33.28 | 43.96 | 76% |
| Returns for 10 years | 124.19 | N/A | - |
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