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CWICX vs DGFYX
CWICX vs DGFYX Comparison
Open Charts CWICX vs DGFYX
American Funds Capital World Gr&Inc 529C
Price$62.69
Change+$0.98 (+1.59%)
VolumeN/A
Net Assets119.48B
CWICX vs DGFYX Comparison Chart
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CWICX vs. DGFYX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 119B vs. DGFYX (762M). DGFYX pays higher dividends than CWICX: DGFYX (1.27) vs CWICX (0.87). 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 : -1.97 vs. CWICX (-2.22). CWICX return over 5 years is better than : 45.47 vs. DGFYX (34.71).
| 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 | -3.464 | -2.377 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 762M | 15,617% |
| Annual Yield % from dividends | 0.87 | 1.27 | 69% |
| Returns for 1 year | -2.22 | -1.97 | 113% |
| Returns for 3 years | 14.01 | 25.78 | 54% |
| Returns for 5 years | 45.47 | 34.71 | 131% |
| Returns for 10 years | 39.44 | 38.85 | 102% |