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CWIAX vs DGFCX
CWIAX vs DGFCX Comparison
Open Charts CWIAX vs DGFCX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
CWIAX vs DGFCX Comparison Chart
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CWIAX vs. DGFCX 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 DGFCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. DGFCX (833M). CWIAX pays higher dividends than DGFCX: CWIAX (1.52) vs DGFCX (0.32). CWIAX was incepted earlier than DGFCX: CWIAX (23 years) vs DGFCX (20 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 : 6.31 vs. DGFCX (5.72). CWIAX return over 5 years is better than : 56.31 vs. DGFCX (24.72).
| 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 | 20 years | - |
| Gain YTD | 9.031 | 10.049 | 90% |
| Front Load | 4% | N/A | - |
| 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 | 0.32 | 480% |
| Returns for 1 year | 6.31 | 5.72 | 110% |
| Returns for 3 years | 45.37 | 45.20 | 100% |
| Returns for 5 years | 56.31 | 24.72 | 228% |
| Returns for 10 years | 73.44 | 39.93 | 184% |
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