Interact to see
Advertisement
Advertisement
CWICX vs LGCRX
CWICX vs LGCRX Comparison
Open Charts CWICX vs LGCRX
American Funds Capital World Gr&Inc 529C
Price$74.71
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.8B
Lord Abbett Global Equity R3
Price$19.77
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets300.23M
CWICX vs LGCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. LGCRX 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 CWICX is a Hold and LGCRX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 141B vs. LGCRX (300M). CWICX pays higher dividends than LGCRX: CWICX (0.77) vs LGCRX (0.14). CWICX was incepted earlier than LGCRX: CWICX (24 years) vs LGCRX (9 years). LGCRX (1.97) is less costly to investors than CWICX (1.53). LGCRX is a more actively managed with annual turnover of: 41.00 vs. CWICX (27.00). LGCRX has a lower initial minimum investment than CWICX: LGCRX (0) vs CWICX (250). LGCRX annual gain was more profitable for investors over the last year : 20.82 vs. CWICX (13.35). LGCRX return over 5 years is better than : 60.13 vs. CWICX (50.92).
| CWICX | LGCRX | CWICX / LGCRX | |
| Total Expense Ratio | 1.53 | 1.15 | 133% |
| Annual Report Gross Expense Ratio | 1.53 | 1.97 | 78% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 18.903 | 19.310 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 300M | 47,000% |
| Annual Yield % from dividends | 0.77 | 0.14 | 546% |
| Returns for 1 year | 13.35 | 20.82 | 64% |
| Returns for 3 years | 55.94 | 72.27 | 77% |
| Returns for 5 years | 50.92 | 60.13 | 85% |
| Returns for 10 years | 90.25 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement