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CWICX vs LGCVX
CWICX vs LGCVX Comparison
Open Charts CWICX vs LGCVX
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Lord Abbett Global Equity R5
Price$19.00
Change+$0.13 (+0.69%)
VolumeN/A
Net Assets214.78M
CWICX vs LGCVX Comparison Chart in %
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CWICX vs. LGCVX commentary
Jul 07, 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 Buy and LGCVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. LGCVX (215M). CWICX pays higher dividends than LGCVX: CWICX (0.78) vs LGCVX (0.57). CWICX was incepted earlier than LGCVX: CWICX (23 years) vs LGCVX (8 years). CWICX (1.53) and LGCVX (1.47) have similar cost to investors . LGCVX is a more actively managed with annual turnover of: 41.00 vs. CWICX (27.00). LGCVX has a lower initial minimum investment than CWICX: LGCVX (0) vs CWICX (250). LGCVX annual gain was more profitable for investors over the last year : 16.72 vs. CWICX (8.49). LGCVX return over 5 years is better than : 66.27 vs. CWICX (50.99).
| CWICX | LGCVX | CWICX / LGCVX | |
| Total Expense Ratio | 1.53 | 0.65 | 235% |
| Annual Report Gross Expense Ratio | 1.53 | 1.47 | 104% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 13.135 | 13.977 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 215M | 63,256% |
| Annual Yield % from dividends | 0.78 | 0.57 | 138% |
| Returns for 1 year | 8.49 | 16.72 | 51% |
| Returns for 3 years | 48.18 | 68.89 | 70% |
| Returns for 5 years | 50.99 | 66.27 | 77% |
| Returns for 10 years | 70.73 | N/A | - |