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CWICX vs DGFAX
CWICX vs DGFAX Comparison
Open Charts CWICX vs DGFAX
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
CWICX vs DGFAX Comparison Chart
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CWICX vs. DGFAX 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 CWICX is a Buy and DGFAX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. DGFAX (833M). DGFAX pays higher dividends than CWICX: DGFAX (1.01) vs CWICX (0.82). CWICX was incepted earlier than DGFAX: CWICX (23 years) vs DGFAX (20 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 : 7.82 vs. CWICX (5.51). CWICX return over 5 years is better than : 50.44 vs. DGFAX (32.53).
| 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 | 20 years | - |
| Gain YTD | 8.650 | 10.445 | 83% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 833M | 15,726% |
| Annual Yield % from dividends | 0.82 | 1.01 | 81% |
| Returns for 1 year | 5.51 | 7.82 | 70% |
| Returns for 3 years | 42.05 | 50.50 | 83% |
| Returns for 5 years | 50.44 | 32.53 | 155% |
| Returns for 10 years | 60.69 | 55.48 | 109% |
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