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CWIAX vs DGFCX
CWIAX vs DGFCX Comparison
Open Charts CWIAX vs DGFCX
American Funds Capital World Gr&Inc 529A
Price$77.15
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets142.32B
CWIAX vs DGFCX Comparison Chart in %
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CWIAX vs. DGFCX commentary
Dec 05, 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: 142B vs. DGFCX (940M). CWIAX pays higher dividends than DGFCX: CWIAX (1.35) 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 : 13.02 vs. DGFCX (7.11). CWIAX return over 5 years is better than : 44.50 vs. DGFCX (13.49).
| 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 | 23.026 | 26.948 | 85% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 940M | 15,106% |
| Annual Yield % from dividends | 1.35 | 0.28 | 487% |
| Returns for 1 year | 13.02 | 7.11 | 183% |
| Returns for 3 years | 51.59 | 57.18 | 90% |
| Returns for 5 years | 44.50 | 13.49 | 330% |
| Returns for 10 years | 104.34 | 69.49 | 150% |