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CWGFX vs LGCVX
CWGFX vs LGCVX Comparison
Open Charts CWGFX vs LGCVX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
Lord Abbett Global Equity R5
Price$18.30
Change-$0.23 (-1.24%)
VolumeN/A
Net Assets183.4M
CWGFX vs LGCVX Comparison Chart
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CWGFX vs. LGCVX commentary
Jun 15, 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: 132B vs. LGCVX (183M). CWGFX pays higher dividends than LGCVX: CWGFX (1.49) vs LGCVX (0.59). 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 : 15.60 vs. CWGFX (6.27). LGCVX return over 5 years is better than : 69.68 vs. CWGFX (51.55).
| 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 | 8.990 | 11.158 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 183M | 72,131% |
| Annual Yield % from dividends | 1.49 | 0.59 | 251% |
| Returns for 1 year | 6.27 | 15.60 | 40% |
| Returns for 3 years | 43.82 | 67.05 | 65% |
| Returns for 5 years | 51.55 | 69.68 | 74% |
| Returns for 10 years | 51.77 | N/A | - |
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