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CWIAX vs DGFYX
CWIAX vs DGFYX Comparison
Open Charts CWIAX vs DGFYX
American Funds Capital World Gr&Inc 529A
Price$62.84
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
CWIAX vs DGFYX Comparison Chart
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CWIAX vs. DGFYX commentary
Apr 25, 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 DGFYX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 119B vs. DGFYX (762M). CWIAX pays higher dividends than DGFYX: CWIAX (1.63) vs DGFYX (1.27). CWIAX was incepted earlier than DGFYX: CWIAX (23 years) vs DGFYX (18 years). CWIAX (0.78) is less costly to investors than DGFYX (0.71). DGFYX is a more actively managed with annual turnover of: 34.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than DGFYX: CWIAX (250) vs DGFYX (5000000). CWIAX annual gain was more profitable for investors over the last year : -1.47 vs. DGFYX (-1.97). CWIAX return over 5 years is better than : 51.13 vs. DGFYX (34.71).
| CWIAX | DGFYX | CWIAX / DGFYX | |
| Total Expense Ratio | 0.78 | 0.71 | 110% |
| Annual Report Gross Expense Ratio | 0.78 | 0.71 | 110% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -3.233 | -2.377 | 136% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 762M | 15,617% |
| Annual Yield % from dividends | 1.63 | 1.27 | 128% |
| Returns for 1 year | -1.47 | -1.97 | 75% |
| Returns for 3 years | 16.65 | 25.78 | 65% |
| Returns for 5 years | 51.13 | 34.71 | 147% |
| Returns for 10 years | 50.50 | 38.85 | 130% |
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