Interact to see
Advertisement
Advertisement
CWGCX vs LGCVX
CWGCX vs LGCVX Comparison
Open Charts CWGCX vs LGCVX
American Funds Capital World Gr&Inc C
Price$71.80
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Lord Abbett Global Equity R5
Price$19.64
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets259.67M
CWGCX vs LGCVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. LGCVX commentary
Aug 16, 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 StrongBuy and LGCVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. LGCVX (260M). CWGCX pays higher dividends than LGCVX: CWGCX (0.84) vs LGCVX (0.57). CWGCX was incepted earlier than LGCVX: CWGCX (24 years) vs LGCVX (9 years). CWGCX (1.49) and LGCVX (1.47) have similar cost to investors . LGCVX is a more actively managed with annual turnover of: 41.00 vs. CWGCX (27.00). LGCVX has a lower initial minimum investment than CWGCX: LGCVX (0) vs CWGCX (250). LGCVX annual gain was more profitable for investors over the last year : 19.93 vs. CWGCX (10.57). LGCVX return over 5 years is better than : 60.05 vs. CWGCX (43.67).
| CWGCX | LGCVX | CWGCX / LGCVX | |
| Total Expense Ratio | 1.49 | 0.65 | 229% |
| Annual Report Gross Expense Ratio | 1.49 | 1.47 | 101% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.975 | 17.756 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 260M | 52,692% |
| Annual Yield % from dividends | 0.84 | 0.57 | 148% |
| Returns for 1 year | 10.57 | 19.93 | 53% |
| Returns for 3 years | 38.58 | 57.92 | 67% |
| Returns for 5 years | 43.67 | 60.05 | 73% |
| Returns for 10 years | 59.96 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement