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CWICX vs LGCVX
CWICX vs LGCVX Comparison
Open Charts CWICX vs LGCVX
American Funds Capital World Gr&Inc 529C
Price$72.26
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Lord Abbett Global Equity R5
Price$19.64
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets261.77M
CWICX vs LGCVX Comparison Chart in %
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CWICX vs. LGCVX commentary
Aug 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 CWICX is a Buy and LGCVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. LGCVX (262M). CWICX pays higher dividends than LGCVX: CWICX (0.78) vs LGCVX (0.57). CWICX was incepted earlier than LGCVX: CWICX (24 years) vs LGCVX (9 years). CWICX (1.53) and LGCVX (1.47) have similar cost to investors . LGCVX is a more actively managed with annual turnover of: 41.00 vs. CWICX (27.00). LGCVX has a lower initial minimum investment than CWICX: LGCVX (0) vs CWICX (250). LGCVX annual gain was more profitable for investors over the last year : 19.99 vs. CWICX (10.56). LGCVX return over 5 years is better than : 60.13 vs. CWICX (45.65).
| CWICX | LGCVX | CWICX / LGCVX | |
| Total Expense Ratio | 1.53 | 0.65 | 235% |
| Annual Report Gross Expense Ratio | 1.53 | 1.47 | 104% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.932 | 17.816 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 262M | 52,290% |
| Annual Yield % from dividends | 0.78 | 0.57 | 138% |
| Returns for 1 year | 10.56 | 19.99 | 53% |
| Returns for 3 years | 39.33 | 58.00 | 68% |
| Returns for 5 years | 45.65 | 60.13 | 76% |
| Returns for 10 years | 72.26 | N/A | - |
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