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CWGFX vs LGCYX
CWGFX vs LGCYX Comparison
Open Charts CWGFX vs LGCYX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.13B
Lord Abbett Global Equity I
Price$18.99
Change+$0.13 (+0.69%)
VolumeN/A
Net Assets212.47M
CWGFX vs LGCYX Comparison Chart in %
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CWGFX vs. LGCYX commentary
Jul 04, 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 LGCYX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. LGCYX (212M). CWGFX pays higher dividends than LGCYX: CWGFX (1.42) vs LGCYX (0.57). CWGFX was incepted earlier than LGCYX: CWGFX (24 years) vs LGCYX (8 years). LGCYX (1.47) is less costly to investors than CWGFX (0.80). LGCYX is a more actively managed with annual turnover of: 41.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than LGCYX: CWGFX (250) vs LGCYX (1000000). LGCYX annual gain was more profitable for investors over the last year : 15.94 vs. CWGFX (9.29). LGCYX return over 5 years is better than : 65.09 vs. CWGFX (52.71).
| CWGFX | LGCYX | CWGFX / LGCYX | |
| 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 | 13.273 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 212M | 63,679% |
| Annual Yield % from dividends | 1.42 | 0.57 | 249% |
| Returns for 1 year | 9.29 | 15.94 | 58% |
| Returns for 3 years | 50.04 | 67.68 | 74% |
| Returns for 5 years | 52.71 | 65.09 | 81% |
| Returns for 10 years | 62.66 | N/A | - |
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