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CWICX vs LGCVX
CWICX vs LGCVX Comparison
Open Charts CWICX vs LGCVX
American Funds Capital World Gr&Inc 529C
Price$59.36
Change-$0.98 (-1.62%)
VolumeN/A
Net Assets116.98B
Lord Abbett Global Equity R5
Price$15.55
Change-$0.40 (-2.51%)
VolumeN/A
Net Assets133.79M
CWICX vs LGCVX Comparison Chart
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CWICX vs. LGCVX commentary
Apr 11, 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 LGCVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 117B vs. LGCVX (134M). CWICX pays higher dividends than LGCVX: CWICX (0.87) vs LGCVX (0.66). CWICX was incepted earlier than LGCVX: CWICX (23 years) vs LGCVX (8 years). LGCVX (2.30) is less costly to investors than CWICX (1.53). 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 : 2.95 vs. CWICX (-4.79). LGCVX return over 5 years is better than : 62.91 vs. CWICX (45.55).
| CWICX | LGCVX | CWICX / LGCVX | |
| Total Expense Ratio | 1.53 | 0.65 | 235% |
| Annual Report Gross Expense Ratio | 1.53 | 2.30 | 67% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -4.336 | -4.319 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 134M | 87,313% |
| Annual Yield % from dividends | 0.87 | 0.66 | 133% |
| Returns for 1 year | -4.79 | 2.95 | -163% |
| Returns for 3 years | 9.16 | 24.48 | 37% |
| Returns for 5 years | 45.55 | 62.91 | 72% |
| Returns for 10 years | 40.10 | N/A | - |
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