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CWGFX vs LGCRX
CWGFX vs LGCRX Comparison
Open Charts CWGFX vs LGCRX
American Funds Capital World Gr&Inc F1
Price$71.52
Change-$0.19 (-0.26%)
VolumeN/A
Net Assets136.03B
Lord Abbett Global Equity R3
Price$19.08
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets251.83M
CWGFX vs LGCRX Comparison Chart in %
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CWGFX vs. LGCRX commentary
Aug 12, 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 LGCRX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. LGCRX (252M). CWGFX pays higher dividends than LGCRX: CWGFX (1.42) vs LGCRX (0.14). CWGFX was incepted earlier than LGCRX: CWGFX (24 years) vs LGCRX (9 years). LGCRX (1.97) is less costly to investors than CWGFX (0.80). LGCRX is a more actively managed with annual turnover of: 41.00 vs. CWGFX (27.00). LGCRX has a lower initial minimum investment than CWGFX: LGCRX (0) vs CWGFX (250). LGCRX annual gain was more profitable for investors over the last year : 22.78 vs. CWGFX (13.46). LGCRX return over 5 years is better than : 54.30 vs. CWGFX (44.76).
| CWGFX | LGCRX | CWGFX / LGCRX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.80 | 1.97 | 41% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 13.729 | 15.981 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 252M | 53,968% |
| Annual Yield % from dividends | 1.42 | 0.14 | 986% |
| Returns for 1 year | 13.46 | 22.78 | 59% |
| Returns for 3 years | 38.91 | 54.84 | 71% |
| Returns for 5 years | 44.76 | 54.30 | 82% |
| Returns for 10 years | 61.23 | N/A | - |
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