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CWIAX vs DGFAX
CWIAX vs DGFAX Comparison
Open Charts CWIAX vs DGFAX
American Funds Capital World Gr&Inc 529A
Price$65.99
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
CWIAX vs DGFAX Comparison Chart
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CWIAX vs. DGFAX commentary
Feb 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: 128B vs. DGFAX (862M). 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 : 14.64 vs. CWIAX (7.05). CWIAX return over 5 years is better than : 37.25 vs. DGFAX (19.76).
| 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 | 4.316 | 7.834 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 862M | 14,849% |
| Annual Yield % from dividends | 1.67 | 0.99 | 168% |
| Returns for 1 year | 7.05 | 14.64 | 48% |
| Returns for 3 years | 18.85 | 20.81 | 91% |
| Returns for 5 years | 37.25 | 19.76 | 188% |
| Returns for 10 years | 65.61 | 60.16 | 109% |