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CWIAX vs LGCYX
CWIAX vs LGCYX Comparison
Open Charts CWIAX vs LGCYX
American Funds Capital World Gr&Inc 529A
Price$71.22
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
Lord Abbett Global Equity I
Price$19.29
Change+$0.10 (+0.52%)
VolumeN/A
Net Assets248.03M
CWIAX vs LGCYX Comparison Chart in %
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CWIAX vs. LGCYX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. LGCYX (248M). CWIAX pays higher dividends than LGCYX: CWIAX (1.46) vs LGCYX (0.57). CWIAX was incepted earlier than LGCYX: CWIAX (23 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 : 25.56 vs. CWIAX (16.39). LGCYX return over 5 years is better than : 57.76 vs. CWIAX (50.03).
| CWIAX | LGCYX | CWIAX / LGCYX | |
| Total Expense Ratio | 0.78 | 0.65 | 120% |
| Annual Report Gross Expense Ratio | 0.78 | 1.47 | 53% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 13.493 | 15.255 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 248M | 54,435% |
| Annual Yield % from dividends | 1.46 | 0.57 | 256% |
| Returns for 1 year | 16.39 | 25.56 | 64% |
| Returns for 3 years | 44.09 | 59.60 | 74% |
| Returns for 5 years | 50.03 | 57.76 | 87% |
| Returns for 10 years | 79.70 | N/A | - |