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CWIAX vs DGFAX
CWIAX vs DGFAX Comparison
Open Charts CWIAX vs DGFAX
American Funds Capital World Gr&Inc 529A
Price$75.51
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
CWIAX vs DGFAX Comparison Chart in %
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CWIAX vs. DGFAX commentary
Oct 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 CWIAX is a Buy and DGFAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. DGFAX (946M). CWIAX pays higher dividends than DGFAX: CWIAX (1.39) vs DGFAX (0.88). CWIAX was incepted earlier than DGFAX: CWIAX (24 years) vs DGFAX (21 years). DGFAX (0.95) is less costly to investors than CWIAX (0.78). DGFAX is a more actively managed with annual turnover of: 34.00 vs. CWIAX (27.00). DGFAX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than DGFAX: CWIAX (250) vs DGFAX (1000). CWIAX annual gain was more profitable for investors over the last year : 12.23 vs. DGFAX (4.80). CWIAX return over 5 years is better than : 55.37 vs. DGFAX (32.43).
| CWIAX | DGFAX | CWIAX / DGFAX | |
| Total Expense Ratio | 0.78 | 0.95 | 82% |
| Annual Report Gross Expense Ratio | 0.78 | 0.95 | 82% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 20.645 | 26.039 | 79% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 946M | 15,011% |
| Annual Yield % from dividends | 1.39 | 0.88 | 157% |
| Returns for 1 year | 12.23 | 4.80 | 255% |
| Returns for 3 years | 70.18 | 82.20 | 85% |
| Returns for 5 years | 55.37 | 32.43 | 171% |
| Returns for 10 years | 101.41 | 91.58 | 111% |
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