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CWIAX vs LGCRX
CWIAX vs LGCRX Comparison
Open Charts CWIAX vs LGCRX
American Funds Capital World Gr&Inc 529A
Price$75.71
Change-$0.29 (-0.38%)
VolumeN/A
Net Assets142.77B
Lord Abbett Global Equity R3
Price$19.79
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets318.86M
CWIAX vs LGCRX Comparison Chart in %
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CWIAX vs. LGCRX commentary
Oct 10, 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 LGCRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 143B vs. LGCRX (319M). CWIAX pays higher dividends than LGCRX: CWIAX (1.39) vs LGCRX (0.14). CWIAX was incepted earlier than LGCRX: CWIAX (24 years) vs LGCRX (9 years). LGCRX (1.97) is less costly to investors than CWIAX (0.78). LGCRX is a more actively managed with annual turnover of: 41.00 vs. CWIAX (27.00). LGCRX has a lower initial minimum investment than CWIAX: LGCRX (0) vs CWIAX (250). LGCRX annual gain was more profitable for investors over the last year : 18.92 vs. CWIAX (11.91). CWIAX (54.62) and LGCRX (52.85) have equivalent 5 years return.
| CWIAX | LGCRX | CWIAX / LGCRX | |
| Total Expense Ratio | 0.78 | 1.15 | 68% |
| Annual Report Gross Expense Ratio | 0.78 | 1.97 | 40% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 20.965 | 20.097 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 319M | 44,828% |
| Annual Yield % from dividends | 1.39 | 0.14 | 1,007% |
| Returns for 1 year | 11.91 | 18.92 | 63% |
| Returns for 3 years | 72.02 | 84.62 | 85% |
| Returns for 5 years | 54.62 | 52.85 | 103% |
| Returns for 10 years | 101.85 | N/A | - |
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