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CWIAX vs DGFAX
CWIAX vs DGFAX Comparison
Open Charts CWIAX vs DGFAX
American Funds Capital World Gr&Inc 529A
Price$70.16
Change+$0.79 (+1.14%)
VolumeN/A
Net Assets132.68B
CWIAX vs DGFAX Comparison Chart in %
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CWIAX vs. DGFAX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 133B vs. DGFAX (855M). CWIAX pays higher dividends than DGFAX: CWIAX (1.52) vs DGFAX (1.01). 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 : 11.18 vs. CWIAX (9.10). CWIAX return over 5 years is better than : 59.76 vs. DGFAX (38.25).
| 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 | 11.804 | 13.681 | 86% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 855M | 15,556% |
| Annual Yield % from dividends | 1.52 | 1.01 | 151% |
| Returns for 1 year | 9.10 | 11.18 | 81% |
| Returns for 3 years | 46.27 | 45.49 | 102% |
| Returns for 5 years | 59.76 | 38.25 | 156% |
| Returns for 10 years | 80.48 | 64.99 | 124% |
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