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CWGFX vs LGCOX
CWGFX vs LGCOX Comparison
Open Charts CWGFX vs LGCOX
American Funds Capital World Gr&Inc F1
Price$72.02
Change-$0.55 (-0.76%)
VolumeN/A
Net Assets136.85B
Lord Abbett Global Equity F3
Price$19.43
Change-$0.18 (-0.92%)
VolumeN/A
Net Assets279.13M
CWGFX vs LGCOX Comparison Chart in %
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CWGFX vs. LGCOX commentary
Sep 03, 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 CWGFX is a StrongBuy and LGCOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. LGCOX (279M). CWGFX pays higher dividends than LGCOX: CWGFX (1.39) vs LGCOX (0.56). CWGFX was incepted earlier than LGCOX: CWGFX (24 years) vs LGCOX (8 years). LGCOX (1.34) is less costly to investors than CWGFX (0.80). LGCOX is a more actively managed with annual turnover of: 41.00 vs. CWGFX (27.00). LGCOX has a lower initial minimum investment than CWGFX: LGCOX (0) vs CWGFX (250). LGCOX annual gain was more profitable for investors over the last year : 18.03 vs. CWGFX (8.17). LGCOX return over 5 years is better than : 56.95 vs. CWGFX (43.88).
| CWGFX | LGCOX | CWGFX / LGCOX | |
| Total Expense Ratio | 0.80 | 0.52 | 154% |
| Annual Report Gross Expense Ratio | 0.80 | 1.34 | 60% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 14.524 | 17.425 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 279M | 49,104% |
| Annual Yield % from dividends | 1.39 | 0.56 | 249% |
| Returns for 1 year | 8.17 | 18.03 | 45% |
| Returns for 3 years | 51.22 | 70.54 | 73% |
| Returns for 5 years | 43.88 | 56.95 | 77% |
| Returns for 10 years | 76.84 | N/A | - |
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