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CWICX vs DGFYX
CWICX vs DGFYX Comparison
Open Charts CWICX vs DGFYX
American Funds Capital World Gr&Inc 529C
Price$72.99
Change+$0.32 (+0.44%)
VolumeN/A
Net Assets137.57B
CWICX vs DGFYX Comparison Chart in %
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CWICX vs. DGFYX commentary
Sep 09, 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 DGFYX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 138B vs. DGFYX (919M). DGFYX pays higher dividends than CWICX: DGFYX (1.10) vs CWICX (0.77). 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). DGFYX annual gain was more profitable for investors over the last year : 21.31 vs. CWICX (14.69). CWICX return over 5 years is better than : 46.62 vs. DGFYX (35.21).
| 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 | 16.093 | 22.742 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 919M | 15,016% |
| Annual Yield % from dividends | 0.77 | 1.10 | 69% |
| Returns for 1 year | 14.69 | 21.31 | 69% |
| Returns for 3 years | 47.41 | 59.98 | 79% |
| Returns for 5 years | 46.62 | 35.21 | 132% |
| Returns for 10 years | 84.82 | 98.20 | 86% |