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CWIAX vs LGCYX
CWIAX vs LGCYX Comparison
Open Charts CWIAX vs LGCYX
American Funds Capital World Gr&Inc 529A
Price$77.00
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Lord Abbett Global Equity I
Price$20.02
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets345.39M
CWIAX vs LGCYX Comparison Chart in %
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CWIAX vs. LGCYX commentary
Dec 04, 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: 142B vs. LGCYX (345M). CWIAX pays higher dividends than LGCYX: CWIAX (1.35) 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 : 16.45 vs. CWIAX (12.62). CWIAX return over 5 years is better than : 44.44 vs. LGCYX (41.17).
| 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 | 22.035 | 19.820 | 111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 345M | 41,159% |
| Annual Yield % from dividends | 1.35 | 0.54 | 250% |
| Returns for 1 year | 12.62 | 16.45 | 77% |
| Returns for 3 years | 50.37 | 64.97 | 78% |
| Returns for 5 years | 44.44 | 41.17 | 108% |
| Returns for 10 years | 102.70 | N/A | - |
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