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CWIAX vs DGFYX
CWIAX vs DGFYX Comparison
Open Charts CWIAX vs DGFYX
American Funds Capital World Gr&Inc 529A
Price$63.23
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets122.79B
CWIAX vs DGFYX Comparison Chart
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CWIAX vs. DGFYX commentary
Mar 12, 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 Hold and DGFYX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 123B vs. DGFYX (831M). CWIAX pays higher dividends than DGFYX: CWIAX (1.57) vs DGFYX (1.25). 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). DGFYX annual gain was more profitable for investors over the last year : 10.26 vs. CWIAX (1.59). CWIAX return over 5 years is better than : 58.35 vs. DGFYX (41.73).
| 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 | 0.556 | 4.351 | 13% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 831M | 14,801% |
| Annual Yield % from dividends | 1.57 | 1.25 | 125% |
| Returns for 1 year | 1.59 | 10.26 | 15% |
| Returns for 3 years | 22.30 | 35.19 | 63% |
| Returns for 5 years | 58.35 | 41.73 | 140% |
| Returns for 10 years | 65.10 | 64.66 | 101% |
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