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CWGFX vs LGCVX
CWGFX vs LGCVX Comparison
Open Charts CWGFX vs LGCVX
American Funds Capital World Gr&Inc F1
Price$59.58
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
Lord Abbett Global Equity R5
Price$15.55
Change-$0.40 (-2.51%)
VolumeN/A
Net Assets133.79M
CWGFX vs LGCVX Comparison Chart
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CWGFX vs. LGCVX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 117B vs. LGCVX (134M). CWGFX pays higher dividends than LGCVX: CWGFX (1.59) vs LGCVX (0.66). CWGFX was incepted earlier than LGCVX: CWGFX (24 years) vs LGCVX (8 years). LGCVX (2.30) 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 : 2.95 vs. CWGFX (-4.10). LGCVX return over 5 years is better than : 62.91 vs. CWGFX (46.64).
| CWGFX | LGCVX | CWGFX / LGCVX | |
| Total Expense Ratio | 0.80 | 0.65 | 123% |
| Annual Report Gross Expense Ratio | 0.80 | 2.30 | 35% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | -4.156 | -4.319 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 134M | 87,313% |
| Annual Yield % from dividends | 1.59 | 0.66 | 242% |
| Returns for 1 year | -4.10 | 2.95 | -139% |
| Returns for 3 years | 9.79 | 24.48 | 40% |
| Returns for 5 years | 46.64 | 62.91 | 74% |
| Returns for 10 years | 32.33 | N/A | - |
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