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CWICX vs DGFYX
CWICX vs DGFYX Comparison
Open Charts CWICX vs DGFYX
American Funds Capital World Gr&Inc 529C
Price$63.14
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets122.79B
CWICX vs DGFYX Comparison Chart
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CWICX 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 CWICX is a Hold and DGFYX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 123B vs. DGFYX (831M). DGFYX pays higher dividends than CWICX: DGFYX (1.25) vs CWICX (0.84). CWICX was incepted earlier than DGFYX: CWICX (23 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). DGFYX annual gain was more profitable for investors over the last year : 10.26 vs. CWICX (0.82). CWICX return over 5 years is better than : 52.49 vs. DGFYX (41.73).
| CWICX | DGFYX | CWICX / DGFYX | |
| Total Expense Ratio | 1.53 | 0.71 | 215% |
| Annual Report Gross Expense Ratio | 1.53 | 0.71 | 215% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 0.404 | 4.351 | 9% |
| Front Load | N/A | 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 | 0.84 | 1.25 | 67% |
| Returns for 1 year | 0.82 | 10.26 | 8% |
| Returns for 3 years | 19.50 | 35.19 | 55% |
| Returns for 5 years | 52.49 | 41.73 | 126% |
| Returns for 10 years | 52.97 | 64.66 | 82% |
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