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CWIAX vs LGCYX
CWIAX vs LGCYX Comparison
Open Charts CWIAX vs LGCYX
American Funds Capital World Gr&Inc 529A
Price$72.87
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
Lord Abbett Global Equity I
Price$19.69
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets275.03M
CWIAX vs LGCYX Comparison Chart in %
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CWIAX vs. LGCYX commentary
Aug 30, 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 LGCYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. LGCYX (275M). CWIAX pays higher dividends than LGCYX: CWIAX (1.46) vs LGCYX (0.57). 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 : 19.42 vs. CWIAX (10.60). LGCYX return over 5 years is better than : 54.64 vs. CWIAX (47.96).
| 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 | 16.122 | 17.958 | 90% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 275M | 49,818% |
| Annual Yield % from dividends | 1.46 | 0.57 | 256% |
| Returns for 1 year | 10.60 | 19.42 | 55% |
| Returns for 3 years | 50.96 | 66.61 | 77% |
| Returns for 5 years | 47.96 | 54.64 | 88% |
| Returns for 10 years | 97.64 | N/A | - |
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