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CWIAX vs DGFCX
CWIAX vs DGFCX Comparison
Open Charts CWIAX vs DGFCX
American Funds Capital World Gr&Inc 529A
Price$63.16
Change+$0.32 (+0.51%)
VolumeN/A
Net Assets121.98B
CWIAX vs DGFCX Comparison Chart
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CWIAX vs. DGFCX commentary
Apr 28, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 122B vs. DGFCX (765M). 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). CWIAX annual gain was more profitable for investors over the last year : 2.24 vs. DGFCX (-0.40). CWIAX return over 5 years is better than : 56.40 vs. DGFCX (29.66).
| 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 | 0.144 | 0.779 | 18% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 765M | 15,948% |
| Annual Yield % from dividends | 1.63 | 0.33 | 494% |
| Returns for 1 year | 2.24 | -0.40 | -554% |
| Returns for 3 years | 24.46 | 28.08 | 87% |
| Returns for 5 years | 56.40 | 29.66 | 190% |
| Returns for 10 years | 56.01 | 27.63 | 203% |
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