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CWICX vs LGCYX
CWICX vs LGCYX Comparison
Open Charts CWICX vs LGCYX
American Funds Capital World Gr&Inc 529C
Price$72.99
Change+$0.32 (+0.44%)
VolumeN/A
Net Assets137.57B
Lord Abbett Global Equity I
Price$19.77
Change+$0.15 (+0.76%)
VolumeN/A
Net Assets289.36M
CWICX vs LGCYX Comparison Chart in %
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CWICX vs. LGCYX commentary
Sep 09, 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: 138B vs. LGCYX (289M). CWICX pays higher dividends than LGCYX: CWICX (0.77) vs LGCYX (0.55). CWICX was incepted earlier than LGCYX: CWICX (24 years) vs LGCYX (9 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 : 22.18 vs. CWICX (12.28). LGCYX return over 5 years is better than : 58.53 vs. CWICX (45.28).
| CWICX | LGCYX | CWICX / LGCYX | |
| 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 | 15.585 | 18.138 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 289M | 47,751% |
| Annual Yield % from dividends | 0.77 | 0.55 | 138% |
| Returns for 1 year | 12.28 | 22.18 | 55% |
| Returns for 3 years | 52.00 | 71.73 | 72% |
| Returns for 5 years | 45.28 | 58.53 | 77% |
| Returns for 10 years | 84.13 | N/A | - |
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