Interact to see
Advertisement
Advertisement
CWIAX vs LGCRX
CWIAX vs LGCRX Comparison
Open Charts CWIAX vs LGCRX
CWIAX vs LGCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. LGCRX commentary
Jun 22, 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 Hold and LGCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 160B vs. LGCRX (399M). CWIAX pays higher dividends than LGCRX: CWIAX (1.33) vs LGCRX (0.27). CWIAX was incepted earlier than LGCRX: CWIAX (24 years) vs LGCRX (9 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 annual gain was more profitable for investors over the last year : 21.41 vs. LGCRX (20.27). LGCRX (41.49) and CWIAX (39.71) 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 | 9 years | - |
| Gain YTD | 15.711 | 8.672 | 181% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 399M | 40,100% |
| Annual Yield % from dividends | 1.33 | 0.27 | 499% |
| Returns for 1 year | 21.41 | 20.27 | 106% |
| Returns for 3 years | 44.61 | 68.18 | 65% |
| Returns for 5 years | 39.71 | 41.49 | 96% |
| Returns for 10 years | 123.60 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers