Interact to see
Advertisement
Advertisement
CWICX vs LGCVX
CWICX vs LGCVX Comparison
Open Charts CWICX vs LGCVX
American Funds Capital World Gr&Inc 529C
Price$71.99
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Lord Abbett Global Equity R5
Price$19.19
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets234.84M
CWICX vs LGCVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. LGCVX commentary
Jul 28, 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 (235M). CWICX pays higher dividends than LGCVX: CWICX (0.78) vs LGCVX (0.57). CWICX was incepted earlier than LGCVX: CWICX (23 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 : 20.69 vs. CWICX (12.89). LGCVX return over 5 years is better than : 62.80 vs. CWICX (49.27).
| CWICX | LGCVX | CWICX / LGCVX | |
| Total Expense Ratio | 1.53 | 0.65 | 235% |
| Annual Report Gross Expense Ratio | 1.53 | 1.47 | 104% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 14.503 | 15.117 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 235M | 58,298% |
| Annual Yield % from dividends | 0.78 | 0.57 | 138% |
| Returns for 1 year | 12.89 | 20.69 | 62% |
| Returns for 3 years | 48.95 | 66.93 | 73% |
| Returns for 5 years | 49.27 | 62.80 | 78% |
| Returns for 10 years | 70.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers