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CWIAX vs DGFAX
CWIAX vs DGFAX Comparison
Open Charts CWIAX vs DGFAX
American Funds Capital World Gr&Inc 529A
Price$60.58
Change+$1.10 (+1.85%)
VolumeN/A
Net Assets115.05B
CWIAX vs DGFAX Comparison Chart
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CWIAX vs. DGFAX commentary
Apr 12, 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 Hold and DGFAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 115B vs. DGFAX (720M). CWIAX pays higher dividends than DGFAX: CWIAX (1.63) vs DGFAX (1.05). 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 : -3.64 vs. CWIAX (-4.21). CWIAX return over 5 years is better than : 51.50 vs. DGFAX (31.65).
| 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 | -3.947 | -3.678 | 107% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 720M | 15,972% |
| Annual Yield % from dividends | 1.63 | 1.05 | 155% |
| Returns for 1 year | -4.21 | -3.64 | 116% |
| Returns for 3 years | 12.44 | 17.59 | 71% |
| Returns for 5 years | 51.50 | 31.65 | 163% |
| Returns for 10 years | 51.34 | 37.22 | 138% |
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