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CWIAX vs LGCYX
CWIAX vs LGCYX Comparison
Open Charts CWIAX vs LGCYX
CWIAX vs LGCYX Comparison Chart in %
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CWIAX vs. LGCYX commentary
Jun 24, 2026
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: 160B vs. LGCYX (398M). CWIAX pays higher dividends than LGCYX: CWIAX (1.33) vs LGCYX (0.66). CWIAX was incepted earlier than LGCYX: CWIAX (24 years) vs LGCYX (9 years). LGCYX (0.79) is less costly to investors than CWIAX (0.75). LGCYX is a more actively managed with annual turnover of: 61.00 vs. CWIAX (44.00). CWIAX has a lower initial minimum investment than LGCYX: CWIAX (250) vs LGCYX (1000000). CWIAX (21.85) and LGCYX (21.73) have marching annual gain over last year. LGCYX return over 5 years is better than : 41.88 vs. CWIAX (38.04).
| CWIAX | LGCYX | CWIAX / LGCYX | |
| Total Expense Ratio | 0.75 | 0.65 | 115% |
| Annual Report Gross Expense Ratio | 0.75 | 0.79 | 95% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 15.640 | 8.946 | 175% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 398M | 40,201% |
| Annual Yield % from dividends | 1.33 | 0.66 | 202% |
| Returns for 1 year | 21.85 | 21.73 | 101% |
| Returns for 3 years | 53.22 | 74.78 | 71% |
| Returns for 5 years | 38.04 | 41.88 | 91% |
| Returns for 10 years | 132.03 | N/A | - |
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