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CWGFX vs LGCYX
CWGFX vs LGCYX Comparison
Open Charts CWGFX vs LGCYX
American Funds Capital World Gr&Inc F1
Price$64.97
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
Lord Abbett Global Equity I
Price$17.25
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets149.36M
CWGFX vs LGCYX Comparison Chart
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CWGFX vs. LGCYX commentary
May 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 Buy and LGCYX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. LGCYX (149M). CWGFX pays higher dividends than LGCYX: CWGFX (1.58) vs LGCYX (0.64). 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 : 10.42 vs. CWGFX (2.15). LGCYX return over 5 years is better than : 65.53 vs. CWGFX (50.78).
| 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 | 2.807 | 3.604 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 149M | 83,893% |
| Annual Yield % from dividends | 1.58 | 0.64 | 245% |
| Returns for 1 year | 2.15 | 10.42 | 21% |
| Returns for 3 years | 30.30 | 49.58 | 61% |
| Returns for 5 years | 50.78 | 65.53 | 77% |
| Returns for 10 years | 41.62 | N/A | - |
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