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CWICX vs DGFYX
CWICX vs DGFYX Comparison
Open Charts CWICX vs DGFYX
American Funds Capital World Gr&Inc 529C
Price$70.90
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
CWICX vs DGFYX Comparison Chart in %
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CWICX vs. DGFYX commentary
Jul 18, 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: 135B vs. DGFYX (872M). DGFYX pays higher dividends than CWICX: DGFYX (1.17) vs CWICX (0.78). 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 : 11.19 vs. CWICX (6.05). CWICX return over 5 years is better than : 46.69 vs. DGFYX (32.00).
| 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 | 12.769 | 15.466 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 872M | 15,482% |
| Annual Yield % from dividends | 0.78 | 1.17 | 67% |
| Returns for 1 year | 6.05 | 11.19 | 54% |
| Returns for 3 years | 49.82 | 57.04 | 87% |
| Returns for 5 years | 46.69 | 32.00 | 146% |
| Returns for 10 years | 65.19 | 69.44 | 94% |
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