Interact to see
Advertisement
Advertisement
CWICX vs DGFYX
CWICX vs DGFYX Comparison
Open Charts CWICX vs DGFYX
American Funds Capital World Gr&Inc 529C
Price$76.21
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets143.4B
CWICX vs DGFYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. DGFYX commentary
Dec 04, 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 StrongBuy and DGFYX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 143B vs. DGFYX (938M). DGFYX pays higher dividends than CWICX: DGFYX (1.06) vs CWICX (0.69). CWICX was incepted earlier than DGFYX: CWICX (24 years) vs DGFYX (18 years). CWICX (1.53) is less costly to investors than DGFYX (0.71). DGFYX is a more actively managed with annual turnover of: 34.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than DGFYX: CWICX (250) vs DGFYX (5000000). CWICX annual gain was more profitable for investors over the last year : 11.75 vs. DGFYX (9.24). CWICX return over 5 years is better than : 39.01 vs. DGFYX (22.38).
| CWICX | DGFYX | CWICX / DGFYX | |
| Total Expense Ratio | 1.53 | 0.71 | 215% |
| Annual Report Gross Expense Ratio | 1.53 | 0.71 | 215% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 21.163 | 27.605 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 938M | 15,245% |
| Annual Yield % from dividends | 0.69 | 1.06 | 65% |
| Returns for 1 year | 11.75 | 9.24 | 127% |
| Returns for 3 years | 46.94 | 63.51 | 74% |
| Returns for 5 years | 39.01 | 22.38 | 174% |
| Returns for 10 years | 87.79 | 91.40 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement