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CWIAX vs LGCRX
CWIAX vs LGCRX Comparison
Open Charts CWIAX vs LGCRX
American Funds Capital World Gr&Inc 529A
Price$74.83
Change+$0.30 (+0.40%)
VolumeN/A
Net Assets140.8B
Lord Abbett Global Equity R3
Price$19.77
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets300.23M
CWIAX vs LGCRX Comparison Chart in %
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CWIAX vs. LGCRX commentary
Sep 19, 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 LGCRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. LGCRX (300M). CWIAX pays higher dividends than LGCRX: CWIAX (1.43) 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 : 20.82 vs. CWIAX (14.21). LGCRX return over 5 years is better than : 60.13 vs. CWIAX (56.76).
| 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 | 19.559 | 19.310 | 101% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 300M | 47,000% |
| Annual Yield % from dividends | 1.43 | 0.14 | 1,018% |
| Returns for 1 year | 14.21 | 20.82 | 68% |
| Returns for 3 years | 59.57 | 72.27 | 82% |
| Returns for 5 years | 56.76 | 60.13 | 94% |
| Returns for 10 years | 105.30 | N/A | - |
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