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CWGFX vs LGCVX
CWGFX vs LGCVX Comparison
Open Charts CWGFX vs LGCVX
American Funds Capital World Gr&Inc F1
Price$64.97
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.77B
Lord Abbett Global Equity R5
Price$17.26
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets147.31M
CWGFX vs LGCVX Comparison Chart
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CWGFX vs. LGCVX commentary
May 10, 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: 125B vs. LGCVX (147M). CWGFX pays higher dividends than LGCVX: CWGFX (1.58) vs LGCVX (0.64). 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 : 10.65 vs. CWGFX (2.20). LGCVX return over 5 years is better than : 65.20 vs. CWGFX (50.51).
| 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 | 2.617 | 3.299 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 147M | 85,034% |
| Annual Yield % from dividends | 1.58 | 0.64 | 247% |
| Returns for 1 year | 2.20 | 10.65 | 21% |
| Returns for 3 years | 30.66 | 49.79 | 62% |
| Returns for 5 years | 50.51 | 65.20 | 77% |
| Returns for 10 years | 40.75 | N/A | - |
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