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CWIAX vs DGFAX
CWIAX vs DGFAX Comparison
Open Charts CWIAX vs DGFAX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
CWIAX vs DGFAX Comparison Chart in %
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CWIAX vs. DGFAX commentary
Jul 07, 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 Buy and DGFAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. DGFAX (869M). CWIAX pays higher dividends than DGFAX: CWIAX (1.46) vs DGFAX (0.96). CWIAX was incepted earlier than DGFAX: CWIAX (23 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). DGFAX annual gain was more profitable for investors over the last year : 11.89 vs. CWIAX (9.32). CWIAX return over 5 years is better than : 56.88 vs. DGFAX (34.94).
| CWIAX | DGFAX | CWIAX / DGFAX | |
| Total Expense Ratio | 0.78 | 0.95 | 82% |
| Annual Report Gross Expense Ratio | 0.78 | 0.95 | 82% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 13.573 | 14.858 | 91% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 869M | 15,650% |
| Annual Yield % from dividends | 1.46 | 0.96 | 152% |
| Returns for 1 year | 9.32 | 11.89 | 78% |
| Returns for 3 years | 51.64 | 50.75 | 102% |
| Returns for 5 years | 56.88 | 34.94 | 163% |
| Returns for 10 years | 84.28 | 70.77 | 119% |
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