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CWIAX vs LGCRX
CWIAX vs LGCRX Comparison
Open Charts CWIAX vs LGCRX
CWIAX vs LGCRX Comparison Chart in %
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CWIAX vs. LGCRX commentary
Aug 03, 2026
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: 158B vs. LGCRX (397M). CWIAX pays higher dividends than LGCRX: CWIAX (1.35) vs LGCRX (0.27). CWIAX was incepted earlier than LGCRX: CWIAX (24 years) vs LGCRX (10 years). LGCRX (1.29) is less costly to investors than CWIAX (0.75). LGCRX is a more actively managed with annual turnover of: 61.00 vs. CWIAX (44.00). LGCRX has a lower initial minimum investment than CWIAX: LGCRX (0) vs CWIAX (250). CWIAX (15.58) and LGCRX (14.92) have marching annual gain over last year. LGCRX (37.50) and CWIAX (35.78) have equivalent 5 years return.
| CWIAX | LGCRX | CWIAX / LGCRX | |
| Total Expense Ratio | 0.75 | 1.15 | 65% |
| Annual Report Gross Expense Ratio | 0.75 | 1.29 | 58% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 14.012 | 7.920 | 177% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 397M | 39,798% |
| Annual Yield % from dividends | 1.35 | 0.27 | 502% |
| Returns for 1 year | 15.58 | 14.92 | 104% |
| Returns for 3 years | 44.07 | 61.67 | 71% |
| Returns for 5 years | 35.78 | 37.50 | 95% |
| Returns for 10 years | 114.66 | N/A | - |
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