Interact to see
Advertisement
Advertisement
CWIAX vs LGCAX
CWIAX vs LGCAX Comparison
Open Charts CWIAX vs LGCAX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Lord Abbett Global Equity A
Price$19.43
Change-$0.18 (-0.92%)
VolumeN/A
Net Assets335.26M
CWIAX vs LGCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. LGCAX commentary
Nov 20, 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 CWIAX is a Hold and LGCAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. LGCAX (335M). CWIAX pays higher dividends than LGCAX: CWIAX (1.36) vs LGCAX (0.35). CWIAX was incepted earlier than LGCAX: CWIAX (24 years) vs LGCAX (9 years). LGCAX (1.72) is less costly to investors than CWIAX (0.78). LGCAX is a more actively managed with annual turnover of: 41.00 vs. CWIAX (27.00). LGCAX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than LGCAX: CWIAX (250) vs LGCAX (1500). LGCAX annual gain was more profitable for investors over the last year : 17.34 vs. CWIAX (12.13). CWIAX (44.59) and LGCAX (42.86) have equivalent 5 years return.
| CWIAX | LGCAX | CWIAX / LGCAX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 1.72 | 45% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 18.856 | 17.849 | 106% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 335M | 41,791% |
| Annual Yield % from dividends | 1.36 | 0.35 | 393% |
| Returns for 1 year | 12.13 | 17.34 | 70% |
| Returns for 3 years | 51.49 | 66.30 | 78% |
| Returns for 5 years | 44.59 | 42.86 | 104% |
| Returns for 10 years | 96.03 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement