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DGFAX vs RWIEX
DGFAX vs RWIEX Comparison
Open Charts DGFAX vs RWIEX
American Funds Capital World Gr&Inc R4
Price$64.95
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
DGFAX vs RWIEX Comparison Chart
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DGFAX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. DGFAX (795M). RWIEX pays higher dividends than DGFAX: RWIEX (1.61) vs DGFAX (1.07). DGFAX was incepted earlier than RWIEX: DGFAX (20 years) vs RWIEX (23 years). DGFAX (0.95) is less costly to investors than RWIEX (0.76). DGFAX is a more actively managed with annual turnover of: 34.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than DGFAX: RWIEX (250) vs DGFAX (1000). RWIEX annual gain was more profitable for investors over the last year : 2.20 vs. DGFAX (1.28). RWIEX return over 5 years is better than : 50.99 vs. DGFAX (37.72).
| DGFAX | RWIEX | DGFAX / RWIEX | |
| Total Expense Ratio | 0.95 | 0.76 | 125% |
| Annual Report Gross Expense Ratio | 0.95 | 0.76 | 125% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 5.480 | 2.832 | 194% |
| 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 | 1.61 | 66% |
| Returns for 1 year | 1.28 | 2.20 | 58% |
| Returns for 3 years | 44.01 | 30.44 | 145% |
| Returns for 5 years | 37.72 | 50.99 | 74% |
| Returns for 10 years | 50.11 | 41.81 | 120% |
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