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CWIAX vs LGCYX
CWIAX vs LGCYX Comparison
Open Charts CWIAX vs LGCYX
American Funds Capital World Gr&Inc 529A
Price$74.83
Change+$0.30 (+0.40%)
VolumeN/A
Net Assets140.8B
Lord Abbett Global Equity I
Price$20.00
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets300.23M
CWIAX vs LGCYX Comparison Chart in %
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CWIAX vs. LGCYX commentary
Sep 19, 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: 141B vs. LGCYX (300M). CWIAX pays higher dividends than LGCYX: CWIAX (1.43) vs LGCYX (0.55). 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 : 21.40 vs. CWIAX (14.21). LGCYX return over 5 years is better than : 62.67 vs. CWIAX (56.76).
| 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 | 19.559 | 19.700 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 300M | 47,000% |
| Annual Yield % from dividends | 1.43 | 0.55 | 258% |
| Returns for 1 year | 14.21 | 21.40 | 66% |
| Returns for 3 years | 59.57 | 73.70 | 81% |
| Returns for 5 years | 56.76 | 62.67 | 91% |
| Returns for 10 years | 105.30 | N/A | - |
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