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CWGFX vs LGCYX
CWGFX vs LGCYX Comparison
Open Charts CWGFX vs LGCYX
American Funds Capital World Gr&Inc F1
Price$75.81
Change+$0.47 (+0.62%)
VolumeN/A
Net Assets140.91B
Lord Abbett Global Equity I
Price$19.87
Change+$0.17 (+0.86%)
VolumeN/A
Net Assets322.03M
CWGFX vs LGCYX Comparison Chart in %
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CWGFX vs. LGCYX commentary
Oct 24, 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: 141B vs. LGCYX (322M). CWGFX pays higher dividends than LGCYX: CWGFX (1.35) vs LGCYX (0.54). 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 : 18.28 vs. CWGFX (12.96). CWGFX (51.89) and LGCYX (51.40) have equivalent 5 years return.
| 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 | 20.854 | 18.318 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 322M | 43,789% |
| Annual Yield % from dividends | 1.35 | 0.54 | 248% |
| Returns for 1 year | 12.96 | 18.28 | 71% |
| Returns for 3 years | 66.09 | 78.43 | 84% |
| Returns for 5 years | 51.89 | 51.40 | 101% |
| Returns for 10 years | 75.63 | N/A | - |
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