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CWICX vs LGCYX
CWICX vs LGCYX Comparison
Open Charts CWICX vs LGCYX
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Lord Abbett Global Equity I
Price$18.99
Change+$0.13 (+0.69%)
VolumeN/A
Net Assets214.78M
CWICX vs LGCYX Comparison Chart in %
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CWICX vs. LGCYX commentary
Jul 06, 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 LGCYX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. LGCYX (215M). CWICX pays higher dividends than LGCYX: CWICX (0.78) vs LGCYX (0.57). CWICX was incepted earlier than LGCYX: CWICX (23 years) vs LGCYX (8 years). CWICX (1.53) and LGCYX (1.47) have similar cost to investors . LGCYX is a more actively managed with annual turnover of: 41.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than LGCYX: CWICX (250) vs LGCYX (1000000). LGCYX annual gain was more profitable for investors over the last year : 16.73 vs. CWICX (8.49). LGCYX return over 5 years is better than : 66.23 vs. CWICX (50.99).
| CWICX | LGCYX | CWICX / LGCYX | |
| Total Expense Ratio | 1.53 | 0.65 | 235% |
| Annual Report Gross Expense Ratio | 1.53 | 1.47 | 104% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 13.135 | 14.054 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 215M | 63,256% |
| Annual Yield % from dividends | 0.78 | 0.57 | 137% |
| Returns for 1 year | 8.49 | 16.73 | 51% |
| Returns for 3 years | 48.18 | 68.84 | 70% |
| Returns for 5 years | 50.99 | 66.23 | 77% |
| Returns for 10 years | 70.73 | N/A | - |
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