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CWICX vs DGFYX
CWICX vs DGFYX Comparison
Open Charts CWICX vs DGFYX
American Funds Capital World Gr&Inc 529C
Price$64.42
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
CWICX vs DGFYX Comparison Chart
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CWICX vs. DGFYX commentary
Jan 19, 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 StrongBuy and DGFYX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 127B vs. DGFYX (812M). DGFYX pays higher dividends than CWICX: DGFYX (1.20) vs CWICX (0.97). CWICX was incepted earlier than DGFYX: CWICX (23 years) vs DGFYX (18 years). CWICX is a more actively managed with annual turnover of: 27.00 vs. DGFYX (16.00). 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 : 17.46 vs. CWICX (10.05). CWICX return over 5 years is better than : 27.25 vs. DGFYX (11.75).
| CWICX | DGFYX | CWICX / DGFYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 2.011 | 1.243 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 812M | 15,640% |
| Annual Yield % from dividends | 0.97 | 1.20 | 81% |
| Returns for 1 year | 10.05 | 17.46 | 58% |
| Returns for 3 years | 8.23 | 6.48 | 127% |
| Returns for 5 years | 27.25 | 11.75 | 232% |
| Returns for 10 years | 56.91 | 61.42 | 93% |