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CWICX vs DGFYX
CWICX vs DGFYX Comparison
Open Charts CWICX vs DGFYX
American Funds Capital World Gr&Inc 529C
Price$74.23
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
CWICX vs DGFYX Comparison Chart in %
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CWICX vs. DGFYX commentary
Nov 20, 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 CWICX is a Hold and DGFYX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 139B vs. DGFYX (902M). DGFYX pays higher dividends than CWICX: DGFYX (1.06) vs CWICX (0.70). CWICX was incepted earlier than DGFYX: CWICX (24 years) vs DGFYX (18 years). CWICX (1.53) is less costly to investors than DGFYX (0.71). DGFYX is a more actively managed with annual turnover of: 34.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than DGFYX: CWICX (250) vs DGFYX (5000000). CWICX annual gain was more profitable for investors over the last year : 11.33 vs. DGFYX (6.48). CWICX return over 5 years is better than : 39.45 vs. DGFYX (19.97).
| CWICX | DGFYX | CWICX / DGFYX | |
| Total Expense Ratio | 1.53 | 0.71 | 215% |
| Annual Report Gross Expense Ratio | 1.53 | 0.71 | 215% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 18.139 | 22.267 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 902M | 15,410% |
| Annual Yield % from dividends | 0.70 | 1.06 | 66% |
| Returns for 1 year | 11.33 | 6.48 | 175% |
| Returns for 3 years | 48.16 | 62.91 | 77% |
| Returns for 5 years | 39.45 | 19.97 | 198% |
| Returns for 10 years | 81.77 | 82.73 | 99% |
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