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CWIAX vs LGCFX
CWIAX vs LGCFX Comparison
Open Charts CWIAX vs LGCFX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Lord Abbett Global Equity F
Price$19.62
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets259.67M
CWIAX vs LGCFX Comparison Chart in %
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CWIAX vs. LGCFX commentary
Aug 16, 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 StrongBuy and LGCFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. LGCFX (260M). CWIAX pays higher dividends than LGCFX: CWIAX (1.46) vs LGCFX (0.48). CWIAX was incepted earlier than LGCFX: CWIAX (24 years) vs LGCFX (9 years). LGCFX (1.57) is less costly to investors than CWIAX (0.78). LGCFX is a more actively managed with annual turnover of: 41.00 vs. CWIAX (27.00). LGCFX has a lower initial minimum investment than CWIAX: LGCFX (0) vs CWIAX (250). LGCFX annual gain was more profitable for investors over the last year : 19.77 vs. CWIAX (11.41). LGCFX return over 5 years is better than : 59.43 vs. CWIAX (51.32).
| CWIAX | LGCFX | CWIAX / LGCFX | |
| Total Expense Ratio | 0.78 | 0.75 | 104% |
| Annual Report Gross Expense Ratio | 0.78 | 1.57 | 50% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 15.485 | 17.636 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 260M | 52,692% |
| Annual Yield % from dividends | 1.46 | 0.48 | 305% |
| Returns for 1 year | 11.41 | 19.77 | 58% |
| Returns for 3 years | 42.58 | 57.57 | 74% |
| Returns for 5 years | 51.32 | 59.43 | 86% |
| Returns for 10 years | 85.94 | N/A | - |