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CWIAX vs DGFAX
CWIAX vs DGFAX Comparison
Open Charts CWIAX vs DGFAX
American Funds Capital World Gr&Inc 529A
Price$65.75
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
CWIAX vs DGFAX Comparison Chart
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CWIAX vs. DGFAX commentary
Jan 23, 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 CWIAX is a StrongBuy and DGFAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 129B vs. DGFAX (822M). CWIAX pays higher dividends than DGFAX: CWIAX (1.67) vs DGFAX (0.99). CWIAX was incepted earlier than DGFAX: CWIAX (23 years) vs DGFAX (20 years). CWIAX is a more actively managed with annual turnover of: 27.00 vs. DGFAX (16.00). CWIAX has a lower initial minimum investment than DGFAX: CWIAX (250) vs DGFAX (1000). DGFAX annual gain was more profitable for investors over the last year : 16.14 vs. CWIAX (11.82). CWIAX return over 5 years is better than : 36.00 vs. DGFAX (14.85).
| CWIAX | DGFAX | CWIAX / DGFAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 3.936 | 2.391 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 822M | 15,693% |
| Annual Yield % from dividends | 1.67 | 0.99 | 168% |
| Returns for 1 year | 11.82 | 16.14 | 73% |
| Returns for 3 years | 16.07 | 9.08 | 177% |
| Returns for 5 years | 36.00 | 14.85 | 242% |
| Returns for 10 years | 69.77 | 56.38 | 124% |