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CWIAX vs LGCVX
CWIAX vs LGCVX Comparison
Open Charts CWIAX vs LGCVX
American Funds Capital World Gr&Inc 529A
Price$65.99
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
Lord Abbett Global Equity R5
Price$17.19
Change-$0.24 (-1.38%)
VolumeN/A
Net Assets139.26M
CWIAX vs LGCVX Comparison Chart
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CWIAX vs. LGCVX commentary
Feb 23, 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 StrongBuy and LGCVX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. LGCVX (139M). CWIAX pays higher dividends than LGCVX: CWIAX (1.67) vs LGCVX (0.94). CWIAX was incepted earlier than LGCVX: CWIAX (23 years) vs LGCVX (8 years). LGCVX is a more actively managed with annual turnover of: 55.00 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 : 12.47 vs. CWIAX (7.05). LGCVX return over 5 years is better than : 42.77 vs. CWIAX (37.25).
| CWIAX | LGCVX | CWIAX / LGCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 4.316 | 3.119 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 139M | 92,086% |
| Annual Yield % from dividends | 1.67 | 0.94 | 177% |
| Returns for 1 year | 7.05 | 12.47 | 57% |
| Returns for 3 years | 18.85 | 33.95 | 56% |
| Returns for 5 years | 37.25 | 42.77 | 87% |
| Returns for 10 years | 65.61 | N/A | - |