Interact to see
Advertisement
Advertisement
CWIAX vs DGFCX
CWIAX vs DGFCX Comparison
Open Charts CWIAX vs DGFCX
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
CWIAX vs DGFCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. DGFCX commentary
Nov 14, 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 StrongBuy and DGFCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. DGFCX (936M). CWIAX pays higher dividends than DGFCX: CWIAX (1.36) vs DGFCX (0.28). CWIAX was incepted earlier than DGFCX: CWIAX (24 years) vs DGFCX (21 years). DGFCX (1.76) is less costly to investors than CWIAX (0.78). DGFCX is a more actively managed with annual turnover of: 34.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than DGFCX: CWIAX (250) vs DGFCX (1000). CWIAX annual gain was more profitable for investors over the last year : 15.02 vs. DGFCX (8.48). CWIAX return over 5 years is better than : 51.04 vs. DGFCX (18.68).
| CWIAX | DGFCX | CWIAX / DGFCX | |
| Total Expense Ratio | 0.78 | 1.76 | 44% |
| Annual Report Gross Expense Ratio | 0.78 | 1.76 | 44% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 23.425 | 27.194 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 936M | 15,385% |
| Annual Yield % from dividends | 1.36 | 0.28 | 489% |
| Returns for 1 year | 15.02 | 8.48 | 177% |
| Returns for 3 years | 57.07 | 63.51 | 90% |
| Returns for 5 years | 51.04 | 18.68 | 273% |
| Returns for 10 years | 109.69 | 74.12 | 148% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement