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CWICX vs DGFYX
CWICX vs DGFYX Comparison
Open Charts CWICX vs DGFYX
American Funds Capital World Gr&Inc 529C
Price$75.66
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
CWICX vs DGFYX Comparison Chart in %
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CWICX vs. DGFYX commentary
Oct 08, 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 Buy and DGFYX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. DGFYX (948M). DGFYX pays higher dividends than CWICX: DGFYX (1.07) vs CWICX (0.71). 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 : 11.39 vs. DGFYX (5.67). CWICX return over 5 years is better than : 51.03 vs. DGFYX (35.94).
| 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 | 20.415 | 26.984 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 948M | 14,979% |
| Annual Yield % from dividends | 0.71 | 1.07 | 67% |
| Returns for 1 year | 11.39 | 5.67 | 201% |
| Returns for 3 years | 66.96 | 84.68 | 79% |
| Returns for 5 years | 51.03 | 35.94 | 142% |
| Returns for 10 years | 87.38 | 96.75 | 90% |
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