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$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
Lord Abbett Global Equity R3
Price$18.10
Change-$0.23 (-1.25%)
VolumeN/A
Net Assets185.05M
CWICX vs LGCRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. LGCRX commentary
Jun 15, 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: 132B vs. LGCRX (185M). CWICX pays higher dividends than LGCRX: CWICX (0.82) vs LGCRX (0.15). CWICX was incepted earlier than LGCRX: CWICX (23 years) vs LGCRX (8 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 : 13.59 vs. CWICX (5.51). LGCRX return over 5 years is better than : 64.75 vs. CWICX (50.44).
| CWICX | LGCRX | CWICX / LGCRX | |
| Total Expense Ratio | 1.53 | 1.15 | 133% |
| Annual Report Gross Expense Ratio | 1.53 | 1.97 | 78% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 8.650 | 9.564 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 185M | 71,351% |
| Annual Yield % from dividends | 0.82 | 0.15 | 539% |
| Returns for 1 year | 5.51 | 13.59 | 41% |
| Returns for 3 years | 42.05 | 63.44 | 66% |
| Returns for 5 years | 50.44 | 64.75 | 78% |
| Returns for 10 years | 60.69 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement