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CWGCX vs LGCVX
CWGCX vs LGCVX Comparison
Open Charts CWGCX vs LGCVX
American Funds Capital World Gr&Inc C
Price$64.28
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets124.77B
Lord Abbett Global Equity R5
Price$17.26
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets147.31M
CWGCX vs LGCVX Comparison Chart
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CWGCX vs. LGCVX commentary
May 10, 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 LGCVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. LGCVX (147M). CWGCX pays higher dividends than LGCVX: CWGCX (0.92) vs LGCVX (0.64). CWGCX was incepted earlier than LGCVX: CWGCX (24 years) vs LGCVX (8 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 : 10.65 vs. CWGCX (1.42). LGCVX return over 5 years is better than : 65.20 vs. CWGCX (47.31).
| 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 | 8 years | - |
| Gain YTD | 2.583 | 3.299 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 147M | 85,034% |
| Annual Yield % from dividends | 0.92 | 0.64 | 144% |
| Returns for 1 year | 1.42 | 10.65 | 13% |
| Returns for 3 years | 28.22 | 49.79 | 57% |
| Returns for 5 years | 47.31 | 65.20 | 73% |
| Returns for 10 years | 38.31 | N/A | - |
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