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$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
CWIAX vs DGFAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. DGFAX commentary
Jun 16, 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: 131B vs. DGFAX (833M). CWIAX pays higher dividends than DGFAX: CWIAX (1.52) vs DGFAX (1.01). CWIAX was incepted earlier than DGFAX: CWIAX (23 years) vs DGFAX (20 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 : 7.82 vs. CWIAX (6.31). CWIAX return over 5 years is better than : 56.31 vs. DGFAX (32.53).
| CWIAX | DGFAX | CWIAX / DGFAX | |
| Total Expense Ratio | 0.78 | 0.95 | 82% |
| Annual Report Gross Expense Ratio | 0.78 | 0.95 | 82% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 9.031 | 10.445 | 86% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 833M | 15,726% |
| Annual Yield % from dividends | 1.52 | 1.01 | 151% |
| Returns for 1 year | 6.31 | 7.82 | 81% |
| Returns for 3 years | 45.37 | 50.50 | 90% |
| Returns for 5 years | 56.31 | 32.53 | 173% |
| Returns for 10 years | 73.44 | 55.48 | 132% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DBO | 14.32 | 0.72 | +5.29% |
| Invesco DB Oil | |||
| NML | 8.96 | 0.03 | +0.34% |
| Neuberger Berman Energy Infrastructure and Income Fund | |||
| PGZ | 10.49 | 0.02 | +0.19% |
| PRINCIPAL REAL ESTATE Income FUND | |||
| ORR | 28.80 | 0.03 | +0.12% |
| Militia Long/Short Equity ETF | |||
| MDYG | 83.95 | -1.44 | -1.69% |
| SPDR® S&P 400 Mid Cap Growth ETF | |||