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CWGCX vs LGCVX
CWGCX vs LGCVX Comparison
Open Charts CWGCX vs LGCVX
American Funds Capital World Gr&Inc C
Price$72.21
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets136.94B
Lord Abbett Global Equity R5
Price$19.68
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets283.76M
CWGCX vs LGCVX Comparison Chart in %
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CWGCX vs. LGCVX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. LGCVX (284M). CWGCX pays higher dividends than LGCVX: CWGCX (0.82) vs LGCVX (0.55). 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 : 21.92 vs. CWGCX (12.28). LGCVX return over 5 years is better than : 58.25 vs. CWGCX (43.30).
| 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 | 15.632 | 17.816 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 284M | 48,239% |
| Annual Yield % from dividends | 0.82 | 0.55 | 149% |
| Returns for 1 year | 12.28 | 21.92 | 56% |
| Returns for 3 years | 51.16 | 71.43 | 72% |
| Returns for 5 years | 43.30 | 58.25 | 74% |
| Returns for 10 years | 71.02 | N/A | - |