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CWIAX vs DGFYX
CWIAX vs DGFYX Comparison
Open Charts CWIAX vs DGFYX
American Funds Capital World Gr&Inc 529A
Price$63.36
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
CWIAX vs DGFYX Comparison Chart
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CWIAX vs. DGFYX commentary
Dec 19, 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 Buy and DGFYX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 121B vs. DGFYX (833M). CWIAX pays higher dividends than DGFYX: CWIAX (1.67) vs DGFYX (1.20). CWIAX was incepted earlier than DGFYX: CWIAX (23 years) vs DGFYX (17 years). CWIAX is a more actively managed with annual turnover of: 27.00 vs. DGFYX (16.00). CWIAX has a lower initial minimum investment than DGFYX: CWIAX (250) vs DGFYX (5000000). DGFYX annual gain was more profitable for investors over the last year : 15.59 vs. CWIAX (12.04). CWIAX return over 5 years is better than : 37.08 vs. DGFYX (20.43).
| CWIAX | DGFYX | CWIAX / DGFYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 10.448 | 13.424 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 833M | 14,526% |
| Annual Yield % from dividends | 1.67 | 1.20 | 138% |
| Returns for 1 year | 12.04 | 15.59 | 77% |
| Returns for 3 years | 12.14 | 13.96 | 87% |
| Returns for 5 years | 37.08 | 20.43 | 181% |
| Returns for 10 years | 69.21 | 61.28 | 113% |
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