Interact to see
Advertisement
Advertisement
CWIAX vs LGCYX
CWIAX vs LGCYX Comparison
Open Charts CWIAX vs LGCYX
American Funds Capital World Gr&Inc 529A
Price$75.67
Change+$0.47 (+0.62%)
VolumeN/A
Net Assets140.91B
Lord Abbett Global Equity I
Price$19.87
Change+$0.17 (+0.86%)
VolumeN/A
Net Assets322.03M
CWIAX vs LGCYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. LGCYX commentary
Oct 24, 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 LGCYX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. LGCYX (322M). CWIAX pays higher dividends than LGCYX: CWIAX (1.39) vs LGCYX (0.54). CWIAX was incepted earlier than LGCYX: CWIAX (24 years) vs LGCYX (9 years). LGCYX (1.47) is less costly to investors than CWIAX (0.78). LGCYX is a more actively managed with annual turnover of: 41.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than LGCYX: CWIAX (250) vs LGCYX (1000000). LGCYX annual gain was more profitable for investors over the last year : 18.28 vs. CWIAX (12.98). CWIAX return over 5 years is better than : 55.44 vs. LGCYX (51.40).
| CWIAX | LGCYX | CWIAX / LGCYX | |
| Total Expense Ratio | 0.78 | 0.65 | 120% |
| Annual Report Gross Expense Ratio | 0.78 | 1.47 | 53% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 20.901 | 18.318 | 114% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 322M | 43,789% |
| Annual Yield % from dividends | 1.39 | 0.54 | 255% |
| Returns for 1 year | 12.98 | 18.28 | 71% |
| Returns for 3 years | 67.21 | 78.43 | 86% |
| Returns for 5 years | 55.44 | 51.40 | 108% |
| Returns for 10 years | 98.27 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement