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BGDVX vs CWGCX
BGDVX vs CWGCX Comparison
Open Charts BGDVX vs CWGCX
BlackRock GA Disciplined Volatility Eq K
Price$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.15B
American Funds Capital World Gr&Inc C
Price$71.54
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
BGDVX vs CWGCX Comparison Chart in %
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BGDVX vs. CWGCX commentary
Jul 26, 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 BGDVX is a Buy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. BGDVX (1.15B). CWGCX pays higher dividends than BGDVX: CWGCX (0.83) vs BGDVX (0.25). BGDVX was incepted earlier than CWGCX: BGDVX (8 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than BGDVX (0.62). BGDVX is a more actively managed with annual turnover of: 196.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than BGDVX: CWGCX (250) vs BGDVX (5000000). CWGCX annual gain was more profitable for investors over the last year : 12.91 vs. BGDVX (11.92). BGDVX return over 5 years is better than : 51.16 vs. CWGCX (47.25).
| BGDVX | CWGCX | BGDVX / CWGCX | |
| Total Expense Ratio | 0.51 | 1.49 | 34% |
| Annual Report Gross Expense Ratio | 0.62 | 1.49 | 42% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 8.846 | 14.559 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 137B | 1% |
| Annual Yield % from dividends | 0.25 | 0.83 | 29% |
| Returns for 1 year | 11.92 | 12.91 | 92% |
| Returns for 3 years | 44.42 | 48.13 | 92% |
| Returns for 5 years | 51.16 | 47.25 | 108% |
| Returns for 10 years | N/A | 58.80 | - |
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