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CWGFX vs LGCYX
CWGFX vs LGCYX Comparison
Open Charts CWGFX vs LGCYX
American Funds Capital World Gr&Inc F1
Price$68.89
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Lord Abbett Global Equity I
Price$18.41
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets174.84M
CWGFX vs LGCYX Comparison Chart
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CWGFX vs. LGCYX commentary
Jun 07, 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 LGCYX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. LGCYX (175M). CWGFX pays higher dividends than LGCYX: CWGFX (1.49) vs LGCYX (0.60). 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 : 14.91 vs. CWGFX (6.31). LGCYX return over 5 years is better than : 61.17 vs. CWGFX (45.68).
| 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 | 9.010 | 10.210 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 175M | 74,857% |
| Annual Yield % from dividends | 1.49 | 0.60 | 248% |
| Returns for 1 year | 6.31 | 14.91 | 42% |
| Returns for 3 years | 28.90 | 49.43 | 58% |
| Returns for 5 years | 45.68 | 61.17 | 75% |
| Returns for 10 years | 52.89 | N/A | - |
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