Interact to see
Advertisement
Advertisement
CWIAX vs DGFAX
CWIAX vs DGFAX Comparison
Open Charts CWIAX vs DGFAX
American Funds Capital World Gr&Inc 529A
Price$68.77
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
CWIAX vs DGFAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. DGFAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. DGFAX (835M). CWIAX pays higher dividends than DGFAX: CWIAX (1.52) vs DGFAX (1.01). CWIAX was incepted earlier than DGFAX: CWIAX (23 years) vs DGFAX (20 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). DGFAX annual gain was more profitable for investors over the last year : 7.80 vs. CWIAX (6.33). CWIAX return over 5 years is better than : 50.23 vs. DGFAX (28.53).
| CWIAX | DGFAX | CWIAX / DGFAX | |
| Total Expense Ratio | 0.78 | 0.95 | 82% |
| Annual Report Gross Expense Ratio | 0.78 | 0.95 | 82% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 9.039 | 11.328 | 80% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 835M | 15,689% |
| Annual Yield % from dividends | 1.52 | 1.01 | 151% |
| Returns for 1 year | 6.33 | 7.80 | 81% |
| Returns for 3 years | 31.14 | 38.65 | 81% |
| Returns for 5 years | 50.23 | 28.53 | 176% |
| Returns for 10 years | 74.73 | 57.73 | 129% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement