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CWIAX vs LGCYX
CWIAX vs LGCYX Comparison
Open Charts CWIAX vs LGCYX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Lord Abbett Global Equity I
Price$19.67
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets319.16M
CWIAX vs LGCYX Comparison Chart in %
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CWIAX vs. LGCYX commentary
Oct 19, 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 Hold and LGCYX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. LGCYX (319M). CWIAX pays higher dividends than LGCYX: CWIAX (1.39) 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 : 16.43 vs. CWIAX (10.77). CWIAX (54.01) and LGCYX (52.77) 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 | 19.974 | 18.138 | 110% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 319M | 44,201% |
| Annual Yield % from dividends | 1.39 | 0.54 | 255% |
| Returns for 1 year | 10.77 | 16.43 | 66% |
| Returns for 3 years | 67.94 | 78.31 | 87% |
| Returns for 5 years | 54.01 | 52.77 | 102% |
| Returns for 10 years | 99.76 | N/A | - |
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