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CWGFX vs LGCYX
CWGFX vs LGCYX Comparison
Open Charts CWGFX vs LGCYX
American Funds Capital World Gr&Inc F1
Price$59.58
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
Lord Abbett Global Equity I
Price$15.53
Change-$0.40 (-2.51%)
VolumeN/A
Net Assets133.79M
CWGFX vs LGCYX Comparison Chart
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CWGFX vs. LGCYX commentary
Apr 12, 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: 117B vs. LGCYX (134M). CWGFX pays higher dividends than LGCYX: CWGFX (1.59) vs LGCYX (0.66). CWGFX was incepted earlier than LGCYX: CWGFX (24 years) vs LGCYX (8 years). LGCYX (2.30) 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 : 2.89 vs. CWGFX (-4.10). LGCYX return over 5 years is better than : 62.75 vs. CWGFX (46.64).
| CWGFX | LGCYX | CWGFX / LGCYX | |
| 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 | -4.324 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 134M | 87,313% |
| Annual Yield % from dividends | 1.59 | 0.66 | 240% |
| Returns for 1 year | -4.10 | 2.89 | -142% |
| Returns for 3 years | 9.79 | 24.35 | 40% |
| Returns for 5 years | 46.64 | 62.75 | 74% |
| Returns for 10 years | 32.33 | N/A | - |
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