Registry rank 1987 · Portfolio as of 2026-03-31

DWS Capital Growth Fund

SCGSX · SDGAX · SDGCX · SDGTX · SDGZX

Best-fit active share32.8%vs IWF · fund as of 2026-03-31 · proxy as of 2026-03-31
Declared-benchmark active share56.6%Russell 1000® Index · benchmark mismatch · fund as of 2026-03-31 · proxy as of 2026-03-31 · declared source as of 2026-01-31
SCGSX expense ratio0.66%SEC expense filing · as of 2026-01-31
SCGSX fee per active unit2.01%expense as of 2026-01-31; fund as of 2026-03-31; proxy as of 2026-03-31

Filed fees in dollars

SEC-convention illustration

Computed from SEC filings

Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.01% computed index-control baseline. Methodology.

Illustrated difference between each class’s filed expense ratio and the computed index-control baseline. Computed from SEC filings.
Share class and filing10 years20 years30 years
SCGSX0.66% · SEC expense filing · as of 2026-01-31$9,799$30,932$73,256
SDGAX0.89% · SEC expense filing · as of 2026-01-31$13,137$41,031$96,170
SDGCX1.76% · SEC expense filing · as of 2026-01-31$25,178$75,608$170,682
SDGTX0.69% · SEC expense filing · as of 2026-01-31$10,238$32,273$76,329
SDGZX0.59% · SEC expense filing · as of 2026-01-31$8,770$27,774$65,986

Real trailing windows

Computed on licensed market-return history

Trailing windows use IWF adjusted-close total-return history through 2026-07-29 and the same filed index-control fee baseline as the convention table. Methodology.

Dollar fee drag over actual trailing proxy-return windows. Each result below is computed on licensed market-return history.
Share class and filing10 years20 years30 years
SCGSXFiled fee as of 2026-01-31$25,877Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 16.93% annualized
$126,099Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 13.04% annualized
Proxy history begins 2000 — no full 30-year window
SDGAXFiled fee as of 2026-01-31$34,726Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 16.93% annualized
$167,507Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 13.04% annualized
Proxy history begins 2000 — no full 30-year window
SDGCXFiled fee as of 2026-01-31$66,805Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 16.93% annualized
$310,299Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 13.04% annualized
Proxy history begins 2000 — no full 30-year window
SDGTXFiled fee as of 2026-01-31$27,040Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 16.93% annualized
$131,592Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 13.04% annualized
Proxy history begins 2000 — no full 30-year window
SDGZXFiled fee as of 2026-01-31$23,152Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 16.93% annualized
$113,174Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 13.04% annualized
Proxy history begins 2000 — no full 30-year window

These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.

Change the illustration

Return mode

Computed from SEC filings

Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.01% computed index-control baseline. SCGSX SEC expense filing, as of 2026-01-31. Methodology.

SEC-convention illustration for SCGSX; expense ratio filed as of 2026-01-31.
ResultAmount
Ending value at baseline$264,825
Ending value at filed expense ratio$233,893
Difference attributed to fee drag$30,932

This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.

Largest active differences vs IWF

The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.

HoldingFundIWFDifference
TESLA, INC.0.70%3.55%-2.86%
APPLE INC.9.26%11.66%-2.39%
Eaton Corp PLC1.53%0.00%+1.53%
ABBVIE INC.0.00%1.39%-1.39%
Analog Devices Inc1.28%0.00%+1.28%
QUANTA SERVICES, INC.1.50%0.23%+1.28%
SPOTIFY TECHNOLOGY S.A.1.51%0.27%+1.24%
APPLIED MATERIALS, INC.1.36%0.28%+1.08%
NVIDIA CORPORATION14.01%12.95%+1.07%
Thermo Fisher Scientific Inc1.05%0.00%+1.05%

Source and verification

SEC N-PORT filing · filed 2026-05-28 · period 2026-03-31

SEC expense filing · period 2026-01-31

Immutable verification record · Active-share method

Cite these figures

Each snippet includes the figure’s source-event date and immutable verification URL.

Best-fit active share

Sensible Investor, “DWS Capital Growth Fund — best-fit active share,” 32.8% versus IWF, fund portfolio as of 2026-03-31. https://sensible-investor.com/registry/scgsx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

SCGSX filed expense ratio

Sensible Investor, “DWS Capital Growth Fund — filed expense ratio,” 0.66% for SCGSX, as of 2026-01-31. https://sensible-investor.com/registry/scgsx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

SCGSX fee per active unit

Sensible Investor, “DWS Capital Growth Fund — fee per unit of active management,” 2.01% using the SCGSX expense ratio as of 2026-01-31 and fund portfolio as of 2026-03-31. https://sensible-investor.com/registry/scgsx/as-of/363649da-fcfb-4007-87ef-de06de7710ca