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CWGFX vs LGCVX
CWGFX vs LGCVX Comparison
Open Charts CWGFX vs LGCVX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Lord Abbett Global Equity R5
Price$19.00
Change+$0.13 (+0.69%)
VolumeN/A
Net Assets214.78M
CWGFX vs LGCVX Comparison Chart in %
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CWGFX vs. LGCVX commentary
Jul 07, 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 Buy and LGCVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. LGCVX (215M). CWGFX pays higher dividends than LGCVX: CWGFX (1.42) vs LGCVX (0.57). CWGFX was incepted earlier than LGCVX: CWGFX (24 years) vs LGCVX (8 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 : 16.72 vs. CWGFX (9.29). LGCVX return over 5 years is better than : 66.27 vs. CWGFX (52.71).
| 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 | 8 years | - |
| Gain YTD | 13.538 | 13.977 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 215M | 63,256% |
| Annual Yield % from dividends | 1.42 | 0.57 | 251% |
| Returns for 1 year | 9.29 | 16.72 | 56% |
| Returns for 3 years | 50.04 | 68.89 | 73% |
| Returns for 5 years | 52.71 | 66.27 | 80% |
| Returns for 10 years | 62.66 | N/A | - |
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