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CWIAX vs DGFCX
CWIAX vs DGFCX Comparison
Open Charts CWIAX vs DGFCX
American Funds Capital World Gr&Inc 529A
Price$75.71
Change-$0.29 (-0.38%)
VolumeN/A
Net Assets142.77B
CWIAX vs DGFCX Comparison Chart in %
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CWIAX vs. DGFCX commentary
Oct 10, 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: 143B vs. DGFCX (940M). CWIAX pays higher dividends than DGFCX: CWIAX (1.39) vs DGFCX (0.28). 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). CWIAX annual gain was more profitable for investors over the last year : 11.91 vs. DGFCX (5.48). CWIAX return over 5 years is better than : 54.62 vs. DGFCX (22.73).
| 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 | 20.965 | 24.241 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 940M | 15,213% |
| Annual Yield % from dividends | 1.39 | 0.28 | 497% |
| Returns for 1 year | 11.91 | 5.48 | 217% |
| Returns for 3 years | 72.02 | 76.65 | 94% |
| Returns for 5 years | 54.62 | 22.73 | 240% |
| Returns for 10 years | 101.85 | 70.73 | 144% |
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