Ad is loading...
DGFAX vs RWIBX
DGFAX vs RWIBX Comparison
Open Charts DGFAX vs RWIBX
American Funds Capital World Gr&Inc R2
Price$64.07
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets124.97B
DGFAX vs RWIBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DGFAX vs. RWIBX commentary
May 11, 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 DGFAX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. DGFAX (795M). DGFAX pays higher dividends than RWIBX: DGFAX (1.07) vs RWIBX (0.91). DGFAX was incepted earlier than RWIBX: DGFAX (20 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than DGFAX (0.95). DGFAX is a more actively managed with annual turnover of: 34.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than DGFAX: RWIBX (250) vs DGFAX (1000). RWIBX annual gain was more profitable for investors over the last year : 1.36 vs. DGFAX (1.28). RWIBX return over 5 years is better than : 47.10 vs. DGFAX (37.72).
| DGFAX | RWIBX | DGFAX / RWIBX | |
| Total Expense Ratio | 0.95 | 1.51 | 63% |
| Annual Report Gross Expense Ratio | 0.95 | 1.51 | 63% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 5.480 | 2.552 | 215% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 795M | 125B | 1% |
| Annual Yield % from dividends | 1.07 | 0.91 | 118% |
| Returns for 1 year | 1.28 | 1.36 | 94% |
| Returns for 3 years | 44.01 | 28.12 | 157% |
| Returns for 5 years | 37.72 | 47.10 | 80% |
| Returns for 10 years | 50.11 | 37.93 | 132% |
View a ticker or compare two or three
VS
VS
Ad is loading...