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CWIAX vs DGFCX
CWIAX vs DGFCX Comparison
Open Charts CWIAX vs DGFCX
American Funds Capital World Gr&Inc 529A
Price$61.40
Change-$2.22 (-3.49%)
VolumeN/A
Net Assets123.19B
CWIAX vs DGFCX Comparison Chart
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CWIAX vs. DGFCX commentary
Apr 04, 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 Buy and DGFCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 123B vs. DGFCX (827M). CWIAX pays higher dividends than DGFCX: CWIAX (1.63) vs DGFCX (0.33). CWIAX was incepted earlier than DGFCX: CWIAX (23 years) vs DGFCX (20 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 : 4.32 vs. CWIAX (0.84). CWIAX return over 5 years is better than : 73.36 vs. DGFCX (49.02).
| CWIAX | DGFCX | CWIAX / DGFCX | |
| Total Expense Ratio | 0.78 | 1.76 | 44% |
| Annual Report Gross Expense Ratio | 0.78 | 1.76 | 44% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 0.873 | 4.963 | 18% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 827M | 14,873% |
| Annual Yield % from dividends | 1.63 | 0.33 | 494% |
| Returns for 1 year | 0.84 | 4.32 | 19% |
| Returns for 3 years | 14.32 | 18.81 | 76% |
| Returns for 5 years | 73.36 | 49.02 | 150% |
| Returns for 10 years | 62.19 | 39.91 | 156% |