Interact to see
Advertisement
Advertisement
CWGFX vs LGCYX
CWGFX vs LGCYX Comparison
Open Charts CWGFX vs LGCYX
American Funds Capital World Gr&Inc F1
Price$74.97
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.8B
Lord Abbett Global Equity I
Price$20.00
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets300.23M
CWGFX vs LGCYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. LGCYX commentary
Sep 19, 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 StrongBuy and LGCYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. LGCYX (300M). CWGFX pays higher dividends than LGCYX: CWGFX (1.39) vs LGCYX (0.55). CWGFX was incepted earlier than LGCYX: CWGFX (25 years) vs LGCYX (9 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 : 21.40 vs. CWGFX (14.19). LGCYX return over 5 years is better than : 62.67 vs. CWGFX (53.21).
| CWGFX | LGCYX | CWGFX / LGCYX | |
| Total Expense Ratio | 0.80 | 0.65 | 123% |
| Annual Report Gross Expense Ratio | 0.80 | 1.47 | 54% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 19.515 | 19.700 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 300M | 47,000% |
| Annual Yield % from dividends | 1.39 | 0.55 | 251% |
| Returns for 1 year | 14.19 | 21.40 | 66% |
| Returns for 3 years | 58.48 | 73.70 | 79% |
| Returns for 5 years | 53.21 | 62.67 | 85% |
| Returns for 10 years | 81.85 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement