CWIAX
Price
$79.99
Change
-$0.98 (-1.21%)
Updated
Jul 13 closing price
Net Assets
157.74B
LGCYX
Price
$21.59
Change
-$0.36 (-1.64%)
Updated
Jul 13 closing price
Net Assets
400.11M
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CWIAX vs LGCYX

CWIAX vs LGCYX Comparison Chart in %
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CWIAX vs. LGCYX commentary
Jul 14, 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 Buy and LGCYX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. LGCYX (400M). CWIAX pays higher dividends than LGCYX: CWIAX (1.34) 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). LGCYX annual gain was more profitable for investors over the last year : 17.74 vs. CWIAX (14.13). LGCYX return over 5 years is better than : 40.75 vs. CWIAX (33.82).
CWIAXLGCYXCWIAX / LGCYX
Total Expense Ratio0.750.65115%
Annual Report Gross Expense Ratio0.750.7995%
Fund Existence24 years9 years-
Gain YTD13.2349.095145%
Front Load4%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets158B400M39,500%
Annual Yield % from dividends1.340.66202%
Returns for 1 year14.1317.7480%
Returns for 3 years44.1166.9666%
Returns for 5 years33.8240.7583%
Returns for 10 years113.34N/A-
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