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CWICX vs LGCVX
CWICX vs LGCVX Comparison
Open Charts CWICX vs LGCVX
American Funds Capital World Gr&Inc 529C
Price$74.92
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Lord Abbett Global Equity R5
Price$19.68
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets319.88M
CWICX vs LGCVX Comparison Chart in %
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CWICX vs. LGCVX 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 CWICX is a Hold and LGCVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 141B vs. LGCVX (320M). CWICX pays higher dividends than LGCVX: CWICX (0.71) vs LGCVX (0.54). 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 : 16.35 vs. CWICX (9.93). LGCVX return over 5 years is better than : 52.81 vs. CWICX (48.22).
| 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 | 19.238 | 18.056 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 320M | 44,063% |
| Annual Yield % from dividends | 0.71 | 0.54 | 132% |
| Returns for 1 year | 9.93 | 16.35 | 61% |
| Returns for 3 years | 64.13 | 78.36 | 82% |
| Returns for 5 years | 48.22 | 52.81 | 91% |
| Returns for 10 years | 85.05 | N/A | - |
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