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CWIAX vs DGFCX
CWIAX vs DGFCX Comparison
Open Charts CWIAX vs DGFCX
American Funds Capital World Gr&Inc 529A
Price$71.05
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
CWIAX vs DGFCX Comparison Chart in %
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CWIAX vs. DGFCX commentary
Aug 07, 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: 134B vs. DGFCX (862M). CWIAX pays higher dividends than DGFCX: CWIAX (1.46) vs DGFCX (0.30). CWIAX was incepted earlier than DGFCX: CWIAX (23 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 : 18.04 vs. CWIAX (15.76). CWIAX return over 5 years is better than : 49.68 vs. DGFCX (20.80).
| 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 | 21 years | - |
| Gain YTD | 13.222 | 14.807 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 862M | 15,545% |
| Annual Yield % from dividends | 1.46 | 0.30 | 485% |
| Returns for 1 year | 15.76 | 18.04 | 87% |
| Returns for 3 years | 44.28 | 43.23 | 102% |
| Returns for 5 years | 49.68 | 20.80 | 239% |
| Returns for 10 years | 81.06 | 53.03 | 153% |
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