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CWICX vs DGFAX
CWICX vs DGFAX Comparison
Open Charts CWICX vs DGFAX
American Funds Capital World Gr&Inc 529C
Price$71.99
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
CWICX vs DGFAX Comparison Chart in %
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CWICX vs. DGFAX commentary
Jul 27, 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: 137B vs. DGFAX (882M). 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 : 17.35 vs. CWICX (12.89). CWICX return over 5 years is better than : 49.27 vs. DGFAX (32.46).
| 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 | 14.503 | 16.955 | 86% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 882M | 15,533% |
| Annual Yield % from dividends | 0.78 | 0.96 | 81% |
| Returns for 1 year | 12.89 | 17.35 | 74% |
| Returns for 3 years | 48.95 | 54.30 | 90% |
| Returns for 5 years | 49.27 | 32.46 | 152% |
| Returns for 10 years | 70.95 | 73.52 | 97% |
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