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CWGCX vs LGCRX
CWGCX vs LGCRX Comparison
Open Charts CWGCX vs LGCRX
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
Lord Abbett Global Equity R3
Price$15.78
Change-$0.62 (-3.78%)
VolumeN/A
Net Assets145.32M
CWGCX vs LGCRX Comparison Chart
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CWGCX vs. LGCRX commentary
Apr 04, 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 CWGCX is a Buy and LGCRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. LGCRX (145M). CWGCX pays higher dividends than LGCRX: CWGCX (0.93) vs LGCRX (0.17). CWGCX was incepted earlier than LGCRX: CWGCX (24 years) vs LGCRX (8 years). LGCRX (2.80) is less costly to investors than CWGCX (1.49). LGCRX is a more actively managed with annual turnover of: 41.00 vs. CWGCX (27.00). LGCRX has a lower initial minimum investment than CWGCX: LGCRX (0) vs CWGCX (250). LGCRX annual gain was more profitable for investors over the last year : 5.50 vs. CWGCX (-0.53). LGCRX return over 5 years is better than : 84.41 vs. CWGCX (64.18).
| CWGCX | LGCRX | CWGCX / LGCRX | |
| Total Expense Ratio | 1.49 | 1.15 | 130% |
| Annual Report Gross Expense Ratio | 1.49 | 2.80 | 53% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 0.700 | -0.726 | -96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 145M | 84,828% |
| Annual Yield % from dividends | 0.93 | 0.17 | 556% |
| Returns for 1 year | -0.53 | 5.50 | -10% |
| Returns for 3 years | 9.63 | 22.61 | 43% |
| Returns for 5 years | 64.18 | 84.41 | 76% |
| Returns for 10 years | 37.61 | N/A | - |
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