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CWICX vs DGFYX
CWICX vs DGFYX Comparison
Open Charts CWICX vs DGFYX
American Funds Capital World Gr&Inc 529C
Price$72.26
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
CWICX vs DGFYX Comparison Chart in %
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CWICX vs. DGFYX commentary
Aug 18, 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: 137B vs. DGFYX (890M). DGFYX pays higher dividends than CWICX: DGFYX (1.16) vs CWICX (0.78). 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 : 16.80 vs. CWICX (10.56). CWICX return over 5 years is better than : 45.65 vs. DGFYX (31.92).
| 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 | 14.932 | 18.684 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 890M | 15,393% |
| Annual Yield % from dividends | 0.78 | 1.16 | 68% |
| Returns for 1 year | 10.56 | 16.80 | 63% |
| Returns for 3 years | 39.33 | 50.16 | 78% |
| Returns for 5 years | 45.65 | 31.92 | 143% |
| Returns for 10 years | 72.26 | 79.22 | 91% |
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