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CWGFX vs LGCVX
CWGFX vs LGCVX Comparison
Open Charts CWGFX vs LGCVX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Lord Abbett Global Equity R5
Price$19.64
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets259.67M
CWGFX vs LGCVX Comparison Chart in %
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CWGFX vs. LGCVX commentary
Aug 16, 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 LGCVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. LGCVX (260M). CWGFX pays higher dividends than LGCVX: CWGFX (1.42) vs LGCVX (0.57). CWGFX was incepted earlier than LGCVX: CWGFX (24 years) vs LGCVX (9 years). LGCVX (1.47) is less costly to investors than CWGFX (0.80). LGCVX is a more actively managed with annual turnover of: 41.00 vs. CWGFX (27.00). LGCVX has a lower initial minimum investment than CWGFX: LGCVX (0) vs CWGFX (250). LGCVX annual gain was more profitable for investors over the last year : 19.93 vs. CWGFX (11.40). LGCVX return over 5 years is better than : 60.05 vs. CWGFX (47.31).
| CWGFX | LGCVX | CWGFX / LGCVX | |
| Total Expense Ratio | 0.80 | 0.65 | 123% |
| Annual Report Gross Expense Ratio | 0.80 | 1.47 | 54% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 15.446 | 17.756 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 260M | 52,692% |
| Annual Yield % from dividends | 1.42 | 0.57 | 252% |
| Returns for 1 year | 11.40 | 19.93 | 57% |
| Returns for 3 years | 41.09 | 57.92 | 71% |
| Returns for 5 years | 47.31 | 60.05 | 79% |
| Returns for 10 years | 64.09 | N/A | - |
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