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CWICX vs DGFYX
CWICX vs DGFYX Comparison
Open Charts CWICX vs DGFYX
American Funds Capital World Gr&Inc 529C
Price$63.26
Change-$1.79 (-2.75%)
VolumeN/A
CapitalizationN/A
CWICX vs DGFYX Comparison Chart
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CWICX vs. DGFYX commentary
Dec 19, 2024
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: 121B vs. DGFYX (833M). DGFYX pays higher dividends than CWICX: DGFYX (1.20) vs CWICX (0.97). CWICX was incepted earlier than DGFYX: CWICX (23 years) vs DGFYX (17 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 : 15.59 vs. CWICX (11.37). CWICX return over 5 years is better than : 32.23 vs. DGFYX (20.43).
| CWICX | DGFYX | CWICX / DGFYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 9.826 | 13.424 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 833M | 14,526% |
| Annual Yield % from dividends | 0.97 | 1.20 | 81% |
| Returns for 1 year | 11.37 | 15.59 | 73% |
| Returns for 3 years | 9.77 | 13.96 | 70% |
| Returns for 5 years | 32.23 | 20.43 | 158% |
| Returns for 10 years | 57.01 | 61.28 | 93% |