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CWIAX vs LGCYX
CWIAX vs LGCYX Comparison
Open Charts CWIAX vs LGCYX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Lord Abbett Global Equity I
Price$18.99
Change+$0.13 (+0.69%)
VolumeN/A
Net Assets214.78M
CWIAX vs LGCYX Comparison Chart in %
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CWIAX vs. LGCYX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. LGCYX (215M). CWIAX pays higher dividends than LGCYX: CWIAX (1.46) vs LGCYX (0.57). CWIAX was incepted earlier than LGCYX: CWIAX (23 years) vs LGCYX (8 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 : 16.73 vs. CWIAX (9.32). LGCYX return over 5 years is better than : 66.23 vs. CWIAX (56.88).
| CWIAX | LGCYX | CWIAX / LGCYX | |
| Total Expense Ratio | 0.78 | 0.65 | 120% |
| Annual Report Gross Expense Ratio | 0.78 | 1.47 | 53% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 13.573 | 14.054 | 97% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 215M | 63,256% |
| Annual Yield % from dividends | 1.46 | 0.57 | 255% |
| Returns for 1 year | 9.32 | 16.73 | 56% |
| Returns for 3 years | 51.64 | 68.84 | 75% |
| Returns for 5 years | 56.88 | 66.23 | 86% |
| Returns for 10 years | 84.28 | N/A | - |
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