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CWGCX vs LGCVX
CWGCX vs LGCVX Comparison
Open Charts CWGCX vs LGCVX
American Funds Capital World Gr&Inc C
Price$58.98
Change-$0.98 (-1.63%)
VolumeN/A
Net Assets116.98B
Lord Abbett Global Equity R5
Price$15.55
Change-$0.40 (-2.51%)
VolumeN/A
Net Assets133.79M
CWGCX vs LGCVX Comparison Chart
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CWGCX vs. LGCVX commentary
Apr 11, 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 Hold and LGCVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 117B vs. LGCVX (134M). CWGCX pays higher dividends than LGCVX: CWGCX (0.93) vs LGCVX (0.66). CWGCX was incepted earlier than LGCVX: CWGCX (24 years) vs LGCVX (8 years). LGCVX (2.30) is less costly to investors than CWGCX (1.49). 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 : 2.95 vs. CWGCX (-4.78). LGCVX return over 5 years is better than : 62.91 vs. CWGCX (43.23).
| CWGCX | LGCVX | CWGCX / LGCVX | |
| Total Expense Ratio | 1.49 | 0.65 | 229% |
| Annual Report Gross Expense Ratio | 1.49 | 2.30 | 65% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | -4.311 | -4.319 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 134M | 87,313% |
| Annual Yield % from dividends | 0.93 | 0.66 | 141% |
| Returns for 1 year | -4.78 | 2.95 | -162% |
| Returns for 3 years | 8.04 | 24.48 | 33% |
| Returns for 5 years | 43.23 | 62.91 | 69% |
| Returns for 10 years | 29.23 | N/A | - |
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