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CWGFX vs LGCVX
CWGFX vs LGCVX Comparison
Open Charts CWGFX vs LGCVX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
Lord Abbett Global Equity R5
Price$19.68
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets283.76M
CWGFX vs LGCVX Comparison Chart in %
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CWGFX vs. LGCVX commentary
Sep 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. LGCVX (284M). CWGFX pays higher dividends than LGCVX: CWGFX (1.39) vs LGCVX (0.55). 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 : 21.92 vs. CWGFX (13.11). LGCVX return over 5 years is better than : 58.25 vs. CWGFX (46.91).
| 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 | 16.146 | 17.816 | 91% |
| 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 | 1.39 | 0.55 | 253% |
| Returns for 1 year | 13.11 | 21.92 | 60% |
| Returns for 3 years | 53.92 | 71.43 | 75% |
| Returns for 5 years | 46.91 | 58.25 | 81% |
| Returns for 10 years | 75.40 | N/A | - |
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