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CWIAX vs DGFAX
CWIAX vs DGFAX Comparison
Open Charts CWIAX vs DGFAX
American Funds Capital World Gr&Inc 529A
Price$71.22
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
CWIAX vs DGFAX Comparison Chart in %
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CWIAX vs. DGFAX commentary
Aug 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 StrongBuy and DGFAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. DGFAX (867M). CWIAX pays higher dividends than DGFAX: CWIAX (1.46) vs DGFAX (0.95). CWIAX was incepted earlier than DGFAX: CWIAX (23 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). DGFAX annual gain was more profitable for investors over the last year : 21.39 vs. CWIAX (16.39). CWIAX return over 5 years is better than : 50.03 vs. DGFAX (29.37).
| 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 | 21 years | - |
| Gain YTD | 13.493 | 16.256 | 83% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 867M | 15,571% |
| Annual Yield % from dividends | 1.46 | 0.95 | 153% |
| Returns for 1 year | 16.39 | 21.39 | 77% |
| Returns for 3 years | 44.09 | 49.89 | 88% |
| Returns for 5 years | 50.03 | 29.37 | 170% |
| Returns for 10 years | 79.70 | 67.79 | 118% |
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