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CWICX vs DGFYX
CWICX vs DGFYX Comparison
Open Charts CWICX vs DGFYX
American Funds Capital World Gr&Inc 529C
Price$68.30
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets130.86B
CWICX vs DGFYX Comparison Chart
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CWICX vs. DGFYX commentary
Jun 07, 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: 131B vs. DGFYX (835M). DGFYX pays higher dividends than CWICX: DGFYX (1.22) vs CWICX (0.82). 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 : 7.09 vs. CWICX (5.33). CWICX return over 5 years is better than : 44.12 vs. DGFYX (29.36).
| 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 | 8.300 | 10.750 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 835M | 15,689% |
| Annual Yield % from dividends | 0.82 | 1.22 | 67% |
| Returns for 1 year | 5.33 | 7.09 | 75% |
| Returns for 3 years | 28.62 | 39.56 | 72% |
| Returns for 5 years | 44.12 | 29.36 | 150% |
| Returns for 10 years | 61.04 | 59.30 | 103% |
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