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$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
CWIAX vs DGFCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. DGFCX 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 DGFCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. DGFCX (869M). CWIAX pays higher dividends than DGFCX: CWIAX (1.46) vs DGFCX (0.30). CWIAX was incepted earlier than DGFCX: CWIAX (23 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). DGFCX (9.77) and CWIAX (9.32) have marching annual gain over last year. CWIAX return over 5 years is better than : 56.88 vs. DGFCX (27.00).
| CWIAX | DGFCX | CWIAX / DGFCX | |
| Total Expense Ratio | 0.78 | 1.76 | 44% |
| Annual Report Gross Expense Ratio | 0.78 | 1.76 | 44% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 13.573 | 14.438 | 94% |
| Front Load | 4% | N/A | - |
| 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 | 0.30 | 481% |
| Returns for 1 year | 9.32 | 9.77 | 95% |
| Returns for 3 years | 51.64 | 45.51 | 113% |
| Returns for 5 years | 56.88 | 27.00 | 211% |
| Returns for 10 years | 84.28 | 53.77 | 157% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement