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DGFAX vs RWIFX
DGFAX vs RWIFX Comparison
Open Charts DGFAX vs RWIFX
American Funds Capital World Gr&Inc R5
Price$65.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
DGFAX vs RWIFX Comparison Chart
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DGFAX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. DGFAX (795M). RWIFX pays higher dividends than DGFAX: RWIFX (1.91) vs DGFAX (1.07). DGFAX was incepted earlier than RWIFX: DGFAX (20 years) vs RWIFX (23 years). DGFAX (0.95) is less costly to investors than RWIFX (0.46). DGFAX is a more actively managed with annual turnover of: 34.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than DGFAX: RWIFX (250) vs DGFAX (1000). RWIFX annual gain was more profitable for investors over the last year : 2.53 vs. DGFAX (1.28). RWIFX return over 5 years is better than : 52.57 vs. DGFAX (37.72).
| DGFAX | RWIFX | DGFAX / RWIFX | |
| Total Expense Ratio | 0.95 | 0.46 | 207% |
| Annual Report Gross Expense Ratio | 0.95 | 0.46 | 207% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 5.480 | 2.950 | 186% |
| 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 | 1.91 | 56% |
| Returns for 1 year | 1.28 | 2.53 | 51% |
| Returns for 3 years | 44.01 | 31.36 | 140% |
| Returns for 5 years | 37.72 | 52.57 | 72% |
| Returns for 10 years | 50.11 | 43.36 | 116% |
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