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CWIAX vs DGFCX
CWIAX vs DGFCX Comparison
Open Charts CWIAX vs DGFCX
American Funds Capital World Gr&Inc 529A
Price$66.94
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
CWIAX vs DGFCX Comparison Chart
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CWIAX vs. DGFCX commentary
Nov 17, 2024
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 Sell and DGFCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 125B vs. DGFCX (864M). CWIAX pays higher dividends than DGFCX: CWIAX (1.67) vs DGFCX (0.29). CWIAX was incepted earlier than DGFCX: CWIAX (23 years) vs DGFCX (20 years). CWIAX is a more actively managed with annual turnover of: 27.00 vs. DGFCX (16.00). 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 : 29.62 vs. CWIAX (19.07). CWIAX return over 5 years is better than : 43.99 vs. DGFCX (29.99).
| CWIAX | DGFCX | CWIAX / DGFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 13.092 | 24.514 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 864M | 14,468% |
| Annual Yield % from dividends | 1.67 | 0.29 | 575% |
| Returns for 1 year | 19.07 | 29.62 | 64% |
| Returns for 3 years | 5.27 | 0.15 | 3,532% |
| Returns for 5 years | 43.99 | 29.99 | 147% |
| Returns for 10 years | 71.14 | 54.95 | 129% |
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