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CWICX vs DGFYX
CWICX vs DGFYX Comparison
Open Charts CWICX vs DGFYX
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
CWICX vs DGFYX Comparison Chart in %
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CWICX vs. DGFYX 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 DGFYX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. DGFYX (869M). DGFYX pays higher dividends than CWICX: DGFYX (1.17) vs CWICX (0.78). CWICX was incepted earlier than DGFYX: CWICX (23 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 : 12.29 vs. CWICX (8.49). CWICX return over 5 years is better than : 50.99 vs. DGFYX (36.66).
| CWICX | DGFYX | CWICX / DGFYX | |
| Total Expense Ratio | 1.53 | 0.71 | 215% |
| Annual Report Gross Expense Ratio | 1.53 | 0.71 | 215% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 13.135 | 15.027 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 869M | 15,650% |
| Annual Yield % from dividends | 0.78 | 1.17 | 67% |
| Returns for 1 year | 8.49 | 12.29 | 69% |
| Returns for 3 years | 48.18 | 51.96 | 93% |
| Returns for 5 years | 50.99 | 36.66 | 139% |
| Returns for 10 years | 70.73 | 74.42 | 95% |
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