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LGCYX vs RWBEX
LGCYX vs RWBEX Comparison
Open Charts LGCYX vs RWBEX
Lord Abbett Global Equity I
Price$15.53
Change-$0.40 (-2.51%)
VolumeN/A
Net Assets133.79M
American Funds Capital World Gr&Inc R2E
Price$59.48
Change-$0.98 (-1.62%)
VolumeN/A
Net Assets116.98B
LGCYX vs RWBEX Comparison Chart
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LGCYX vs. RWBEX commentary
Apr 12, 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 LGCYX is a Buy and RWBEX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 117B vs. LGCYX (134M). RWBEX pays higher dividends than LGCYX: RWBEX (1.19) vs LGCYX (0.66). LGCYX was incepted earlier than RWBEX: LGCYX (8 years) vs RWBEX (11 years). LGCYX (2.30) is less costly to investors than RWBEX (1.21). LGCYX is a more actively managed with annual turnover of: 41.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than LGCYX: RWBEX (250) vs LGCYX (1000000). LGCYX annual gain was more profitable for investors over the last year : 2.89 vs. RWBEX (-4.49). LGCYX return over 5 years is better than : 62.75 vs. RWBEX (44.65).
| LGCYX | RWBEX | LGCYX / RWBEX | |
| Total Expense Ratio | 0.65 | 1.21 | 54% |
| Annual Report Gross Expense Ratio | 2.30 | 1.21 | 190% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | -4.324 | -4.260 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 117B | 0% |
| Annual Yield % from dividends | 0.66 | 1.19 | 56% |
| Returns for 1 year | 2.89 | -4.49 | -64% |
| Returns for 3 years | 24.35 | 8.78 | 277% |
| Returns for 5 years | 62.75 | 44.65 | 141% |
| Returns for 10 years | N/A | 30.25 | - |
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