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CWIAX vs LGCYX
CWIAX vs LGCYX Comparison
Open Charts CWIAX vs LGCYX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Lord Abbett Global Equity I
Price$19.49
Change-$0.18 (-0.92%)
VolumeN/A
Net Assets335.26M
CWIAX vs LGCYX Comparison Chart in %
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CWIAX vs. LGCYX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. LGCYX (335M). CWIAX pays higher dividends than LGCYX: CWIAX (1.36) 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 : 17.68 vs. CWIAX (12.13). CWIAX (44.59) and LGCYX (43.85) have equivalent 5 years return.
| 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 | 18.856 | 18.138 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 335M | 41,791% |
| Annual Yield % from dividends | 1.36 | 0.54 | 252% |
| Returns for 1 year | 12.13 | 17.68 | 69% |
| Returns for 3 years | 51.49 | 67.14 | 77% |
| Returns for 5 years | 44.59 | 43.85 | 102% |
| Returns for 10 years | 96.03 | N/A | - |
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