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CWIAX vs LGCVX
CWIAX vs LGCVX Comparison
Open Charts CWIAX vs LGCVX
American Funds Capital World Gr&Inc 529A
Price$64.41
Change+$0.43 (+0.67%)
VolumeN/A
CapitalizationN/A
Lord Abbett Global Equity R5
Price$17.01
Change+$0.10 (+0.59%)
VolumeN/A
CapitalizationN/A
CWIAX vs LGCVX Comparison Chart
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CWIAX vs. LGCVX commentary
Dec 25, 2024
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 LGCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 126B vs. LGCVX (83.2M). 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 : 20.25 vs. CWIAX (9.47). LGCVX return over 5 years is better than : 43.46 vs. CWIAX (34.22).
| 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 | 8.644 | 19.575 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 83.2M | 151,442% |
| Annual Yield % from dividends | 1.67 | 0.94 | 177% |
| Returns for 1 year | 9.47 | 20.25 | 47% |
| Returns for 3 years | 7.73 | 19.66 | 39% |
| Returns for 5 years | 34.22 | 43.46 | 79% |
| Returns for 10 years | 65.81 | N/A | - |