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CWIAX vs LGCVX
CWIAX vs LGCVX Comparison
Open Charts CWIAX vs LGCVX
American Funds Capital World Gr&Inc 529A
Price$59.48
Change-$0.98 (-1.62%)
VolumeN/A
Net Assets116.98B
Lord Abbett Global Equity R5
Price$15.55
Change-$0.40 (-2.51%)
VolumeN/A
Net Assets133.79M
CWIAX vs LGCVX Comparison Chart
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CWIAX vs. LGCVX commentary
Apr 11, 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 LGCVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 117B vs. LGCVX (134M). CWIAX pays higher dividends than LGCVX: CWIAX (1.63) vs LGCVX (0.66). CWIAX was incepted earlier than LGCVX: CWIAX (23 years) vs LGCVX (8 years). LGCVX (2.30) is less costly to investors than CWIAX (0.78). LGCVX is a more actively managed with annual turnover of: 41.00 vs. CWIAX (27.00). LGCVX has a lower initial minimum investment than CWIAX: LGCVX (0) vs CWIAX (250). LGCVX annual gain was more profitable for investors over the last year : 2.95 vs. CWIAX (-4.07). LGCVX return over 5 years is better than : 62.91 vs. CWIAX (51.20).
| CWIAX | LGCVX | CWIAX / LGCVX | |
| Total Expense Ratio | 0.78 | 0.65 | 120% |
| Annual Report Gross Expense Ratio | 0.78 | 2.30 | 34% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -4.137 | -4.319 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 134M | 87,313% |
| Annual Yield % from dividends | 1.63 | 0.66 | 248% |
| Returns for 1 year | -4.07 | 2.95 | -138% |
| Returns for 3 years | 11.68 | 24.48 | 48% |
| Returns for 5 years | 51.20 | 62.91 | 81% |
| Returns for 10 years | 51.20 | N/A | - |
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