Interact to see
Advertisement
Advertisement
CWIAX vs LGCFX
CWIAX vs LGCFX Comparison
Open Charts CWIAX vs LGCFX
American Funds Capital World Gr&Inc 529A
Price$75.51
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
Lord Abbett Global Equity F
Price$19.91
Change-$0.12 (-0.60%)
VolumeN/A
Net Assets316.4M
CWIAX vs LGCFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. LGCFX commentary
Oct 08, 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 Buy and LGCFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. LGCFX (316M). CWIAX pays higher dividends than LGCFX: CWIAX (1.39) vs LGCFX (0.46). 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 : 20.21 vs. CWIAX (12.23). LGCFX (56.15) and CWIAX (55.37) 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 | 20.645 | 20.156 | 102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 316M | 44,937% |
| Annual Yield % from dividends | 1.39 | 0.46 | 303% |
| Returns for 1 year | 12.23 | 20.21 | 61% |
| Returns for 3 years | 70.18 | 83.63 | 84% |
| Returns for 5 years | 55.37 | 56.15 | 99% |
| Returns for 10 years | 101.41 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement