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CWGFX vs LGCVX
CWGFX vs LGCVX Comparison
Open Charts CWGFX vs LGCVX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Lord Abbett Global Equity R5
Price$19.68
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets319.16M
CWGFX vs LGCVX Comparison Chart in %
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CWGFX vs. LGCVX commentary
Oct 18, 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 Hold and LGCVX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. LGCVX (319M). CWGFX pays higher dividends than LGCVX: CWGFX (1.35) vs LGCVX (0.54). CWGFX was incepted earlier than LGCVX: CWGFX (25 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 : 16.47 vs. CWGFX (10.86). LGCVX (52.97) and CWGFX (50.66) have equivalent 5 years return.
| CWGFX | LGCVX | CWGFX / LGCVX | |
| Total Expense Ratio | 0.80 | 0.65 | 123% |
| Annual Report Gross Expense Ratio | 0.80 | 1.47 | 54% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 20.057 | 18.176 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 319M | 44,201% |
| Annual Yield % from dividends | 1.35 | 0.54 | 250% |
| Returns for 1 year | 10.86 | 16.47 | 66% |
| Returns for 3 years | 66.99 | 78.54 | 85% |
| Returns for 5 years | 50.66 | 52.97 | 96% |
| Returns for 10 years | 77.14 | N/A | - |
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