Interact to see
Advertisement
Advertisement
CWICX vs LGCYX
CWICX vs LGCYX Comparison
Open Charts CWICX vs LGCYX
American Funds Capital World Gr&Inc 529C
Price$71.03
Change+$0.18 (+0.25%)
VolumeN/A
Net Assets135.09B
Lord Abbett Global Equity I
Price$19.29
Change+$0.10 (+0.52%)
VolumeN/A
Net Assets248.03M
CWICX vs LGCYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. LGCYX commentary
Aug 08, 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 StrongBuy and LGCYX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 135B vs. LGCYX (248M). CWICX pays higher dividends than LGCYX: CWICX (0.78) vs LGCYX (0.57). CWICX was incepted earlier than LGCYX: CWICX (23 years) vs LGCYX (9 years). CWICX (1.53) and LGCYX (1.47) have similar cost to investors . LGCYX is a more actively managed with annual turnover of: 41.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than LGCYX: CWICX (250) vs LGCYX (1000000). LGCYX annual gain was more profitable for investors over the last year : 25.56 vs. CWICX (15.51). LGCYX return over 5 years is better than : 57.76 vs. CWICX (44.43).
| CWICX | LGCYX | CWICX / LGCYX | |
| Total Expense Ratio | 1.53 | 0.65 | 235% |
| Annual Report Gross Expense Ratio | 1.53 | 1.47 | 104% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 12.976 | 15.255 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 248M | 54,435% |
| Annual Yield % from dividends | 0.78 | 0.57 | 137% |
| Returns for 1 year | 15.51 | 25.56 | 61% |
| Returns for 3 years | 40.81 | 59.60 | 68% |
| Returns for 5 years | 44.43 | 57.76 | 77% |
| Returns for 10 years | 66.50 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement