Interact to see
Advertisement
Advertisement
CWICX vs LGCRX
CWICX vs LGCRX Comparison
Open Charts CWICX vs LGCRX
American Funds Capital World Gr&Inc 529C
Price$71.81
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
Lord Abbett Global Equity R3
Price$19.37
Change-$0.09 (-0.46%)
VolumeN/A
Net Assets266.17M
CWICX vs LGCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. LGCRX commentary
Aug 20, 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 CWICX is a Buy and LGCRX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. LGCRX (266M). CWICX pays higher dividends than LGCRX: CWICX (0.78) vs LGCRX (0.14). CWICX was incepted earlier than LGCRX: CWICX (24 years) vs LGCRX (9 years). LGCRX (1.97) is less costly to investors than CWICX (1.53). LGCRX is a more actively managed with annual turnover of: 41.00 vs. CWICX (27.00). LGCRX has a lower initial minimum investment than CWICX: LGCRX (0) vs CWICX (250). LGCRX annual gain was more profitable for investors over the last year : 18.20 vs. CWICX (8.60). LGCRX return over 5 years is better than : 57.47 vs. CWICX (44.58).
| CWICX | LGCRX | CWICX / LGCRX | |
| Total Expense Ratio | 1.53 | 1.15 | 133% |
| Annual Report Gross Expense Ratio | 1.53 | 1.97 | 78% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.217 | 17.797 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 266M | 51,504% |
| Annual Yield % from dividends | 0.78 | 0.14 | 542% |
| Returns for 1 year | 8.60 | 18.20 | 47% |
| Returns for 3 years | 41.18 | 59.57 | 69% |
| Returns for 5 years | 44.58 | 57.47 | 78% |
| Returns for 10 years | 80.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement