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CWIAX vs DGFCX
CWIAX vs DGFCX Comparison
Open Charts CWIAX vs DGFCX
American Funds Capital World Gr&Inc 529A
Price$72.87
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
CWIAX vs DGFCX Comparison Chart in %
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CWIAX vs. DGFCX commentary
Aug 29, 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 DGFCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. DGFCX (910M). CWIAX pays higher dividends than DGFCX: CWIAX (1.46) vs DGFCX (0.30). CWIAX was incepted earlier than DGFCX: CWIAX (24 years) vs DGFCX (21 years). DGFCX (1.76) is less costly to investors than CWIAX (0.78). DGFCX is a more actively managed with annual turnover of: 34.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than DGFCX: CWIAX (250) vs DGFCX (1000). DGFCX annual gain was more profitable for investors over the last year : 16.23 vs. CWIAX (10.60). CWIAX return over 5 years is better than : 47.96 vs. DGFCX (19.38).
| CWIAX | DGFCX | CWIAX / DGFCX | |
| Total Expense Ratio | 0.78 | 1.76 | 44% |
| Annual Report Gross Expense Ratio | 0.78 | 1.76 | 44% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 16.122 | 20.796 | 78% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 910M | 15,055% |
| Annual Yield % from dividends | 1.46 | 0.30 | 485% |
| Returns for 1 year | 10.60 | 16.23 | 65% |
| Returns for 3 years | 50.96 | 52.73 | 97% |
| Returns for 5 years | 47.96 | 19.38 | 248% |
| Returns for 10 years | 97.64 | 71.30 | 137% |
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