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CWICX vs LGCVX
CWICX vs LGCVX Comparison
Open Charts CWICX vs LGCVX
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
Lord Abbett Global Equity R5
Price$18.30
Change-$0.23 (-1.24%)
VolumeN/A
Net Assets183.4M
CWICX vs LGCVX Comparison Chart
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CWICX vs. LGCVX commentary
Jun 15, 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: 132B vs. LGCVX (183M). CWICX pays higher dividends than LGCVX: CWICX (0.82) vs LGCVX (0.59). 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 : 15.60 vs. CWICX (5.51). LGCVX return over 5 years is better than : 69.68 vs. CWICX (50.44).
| 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 | 8.650 | 11.158 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 183M | 72,131% |
| Annual Yield % from dividends | 0.82 | 0.59 | 137% |
| Returns for 1 year | 5.51 | 15.60 | 35% |
| Returns for 3 years | 42.05 | 67.05 | 63% |
| Returns for 5 years | 50.44 | 69.68 | 72% |
| Returns for 10 years | 60.69 | N/A | - |
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