Interact to see
Advertisement
Advertisement
CWIAX vs DGFAX
CWIAX vs DGFAX Comparison
Open Charts CWIAX vs DGFAX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
CWIAX vs DGFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. DGFAX commentary
Oct 19, 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 CWIAX is a Hold and DGFAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. DGFAX (923M). CWIAX pays higher dividends than DGFAX: CWIAX (1.39) vs DGFAX (0.88). CWIAX was incepted earlier than DGFAX: CWIAX (24 years) vs DGFAX (21 years). DGFAX (0.95) is less costly to investors than CWIAX (0.78). DGFAX is a more actively managed with annual turnover of: 34.00 vs. CWIAX (27.00). DGFAX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than DGFAX: CWIAX (250) vs DGFAX (1000). CWIAX annual gain was more profitable for investors over the last year : 10.77 vs. DGFAX (8.54). CWIAX return over 5 years is better than : 54.01 vs. DGFAX (29.53).
| CWIAX | DGFAX | CWIAX / DGFAX | |
| Total Expense Ratio | 0.78 | 0.95 | 82% |
| Annual Report Gross Expense Ratio | 0.78 | 0.95 | 82% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 19.974 | 23.979 | 83% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 923M | 15,276% |
| Annual Yield % from dividends | 1.39 | 0.88 | 157% |
| Returns for 1 year | 10.77 | 8.54 | 126% |
| Returns for 3 years | 67.94 | 79.41 | 86% |
| Returns for 5 years | 54.01 | 29.53 | 183% |
| Returns for 10 years | 99.76 | 87.95 | 113% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement