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FWGIX vs LGCYX
FWGIX vs LGCYX Comparison
Open Charts FWGIX vs LGCYX
American Funds Capital World Gr&Inc F3
Price$65.14
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
Lord Abbett Global Equity I
Price$17.25
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets149.36M
FWGIX vs LGCYX Comparison Chart
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FWGIX vs. LGCYX commentary
May 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 FWGIX is a Buy and LGCYX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. LGCYX (149M). FWGIX pays higher dividends than LGCYX: FWGIX (1.96) vs LGCYX (0.64). FWGIX was incepted earlier than LGCYX: FWGIX (8 years) vs LGCYX (8 years). LGCYX (1.47) is less costly to investors than FWGIX (0.41). LGCYX is a more actively managed with annual turnover of: 41.00 vs. FWGIX (27.00). FWGIX (1000000) and LGCYX (1000000) have matching initial minimum investment requirements. LGCYX annual gain was more profitable for investors over the last year : 10.42 vs. FWGIX (2.58). LGCYX return over 5 years is better than : 65.53 vs. FWGIX (52.78).
| FWGIX | LGCYX | FWGIX / LGCYX | |
| Total Expense Ratio | 0.41 | 0.65 | 63% |
| Annual Report Gross Expense Ratio | 0.41 | 1.47 | 28% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 2.965 | 3.604 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 149M | 83,893% |
| Annual Yield % from dividends | 1.96 | 0.64 | 304% |
| Returns for 1 year | 2.58 | 10.42 | 25% |
| Returns for 3 years | 31.49 | 49.58 | 64% |
| Returns for 5 years | 52.78 | 65.53 | 81% |
| Returns for 10 years | N/A | N/A | - |
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