Interact to see
Advertisement
Advertisement
CWICX vs DGFAX
CWICX vs DGFAX Comparison
Open Charts CWICX vs DGFAX
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
CWICX vs DGFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. DGFAX 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 CWICX is a Buy and DGFAX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. DGFAX (869M). DGFAX pays higher dividends than CWICX: DGFAX (0.96) vs CWICX (0.78). CWICX was incepted earlier than DGFAX: CWICX (23 years) vs DGFAX (21 years). CWICX (1.53) is less costly to investors than DGFAX (0.95). DGFAX is a more actively managed with annual turnover of: 34.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than DGFAX: CWICX (250) vs DGFAX (1000). DGFAX annual gain was more profitable for investors over the last year : 11.89 vs. CWICX (8.49). CWICX return over 5 years is better than : 50.99 vs. DGFAX (34.94).
| CWICX | DGFAX | CWICX / DGFAX | |
| Total Expense Ratio | 1.53 | 0.95 | 161% |
| Annual Report Gross Expense Ratio | 1.53 | 0.95 | 161% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 13.135 | 14.858 | 88% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 869M | 15,650% |
| Annual Yield % from dividends | 0.78 | 0.96 | 81% |
| Returns for 1 year | 8.49 | 11.89 | 71% |
| Returns for 3 years | 48.18 | 50.75 | 95% |
| Returns for 5 years | 50.99 | 34.94 | 146% |
| Returns for 10 years | 70.73 | 70.77 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement