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CWICX vs LGCVX
CWICX vs LGCVX Comparison
Open Charts CWICX vs LGCVX
American Funds Capital World Gr&Inc 529C
Price$66.59
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets128.36B
Lord Abbett Global Equity R5
Price$17.93
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets164.66M
CWICX vs LGCVX Comparison Chart
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CWICX vs. LGCVX commentary
May 24, 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: 128B vs. LGCVX (165M). CWICX pays higher dividends than LGCVX: CWICX (0.86) vs LGCVX (0.64). 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 : 13.57 vs. CWICX (3.26). LGCVX return over 5 years is better than : 71.05 vs. CWICX (53.12).
| 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 | 5.573 | 7.858 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 165M | 77,576% |
| Annual Yield % from dividends | 0.86 | 0.64 | 135% |
| Returns for 1 year | 3.26 | 13.57 | 24% |
| Returns for 3 years | 29.78 | 54.94 | 54% |
| Returns for 5 years | 53.12 | 71.05 | 75% |
| Returns for 10 years | 54.58 | N/A | - |