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CWIAX vs LGCFX
CWIAX vs LGCFX Comparison
Open Charts CWIAX vs LGCFX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Lord Abbett Global Equity F
Price$19.48
Change-$0.18 (-0.92%)
VolumeN/A
Net Assets335.26M
CWIAX vs LGCFX Comparison Chart in %
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CWIAX vs. LGCFX 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 LGCFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. LGCFX (335M). CWIAX pays higher dividends than LGCFX: CWIAX (1.36) vs LGCFX (0.45). 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 : 17.43 vs. CWIAX (12.13). CWIAX (44.59) and LGCFX (43.43) have equivalent 5 years return.
| 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 | 18.856 | 17.936 | 105% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 335M | 41,791% |
| Annual Yield % from dividends | 1.36 | 0.45 | 300% |
| Returns for 1 year | 12.13 | 17.43 | 70% |
| Returns for 3 years | 51.49 | 66.82 | 77% |
| Returns for 5 years | 44.59 | 43.43 | 103% |
| Returns for 10 years | 96.03 | N/A | - |
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