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BGDVX vs CWGCX
BGDVX vs CWGCX Comparison
Open Charts BGDVX vs CWGCX
BlackRock GA Disciplined Volatility Eq K
Price$14.95
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.2B
American Funds Capital World Gr&Inc C
Price$72.21
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets137.57B
BGDVX vs CWGCX Comparison Chart in %
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BGDVX vs. CWGCX commentary
Sep 08, 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 StrongBuy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 138B vs. BGDVX (1.2B). BGDVX pays higher dividends than CWGCX: BGDVX (3.37) vs CWGCX (0.82). BGDVX was incepted earlier than CWGCX: BGDVX (8 years) vs CWGCX (25 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 : 12.28 vs. BGDVX (7.29). BGDVX return over 5 years is better than : 47.74 vs. CWGCX (43.30).
| 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 | 25 years | - |
| Gain YTD | 9.505 | 15.632 | 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 | 1.2B | 138B | 1% |
| Annual Yield % from dividends | 3.37 | 0.82 | 412% |
| Returns for 1 year | 7.29 | 12.28 | 59% |
| Returns for 3 years | 47.79 | 51.16 | 93% |
| Returns for 5 years | 47.74 | 43.30 | 110% |
| Returns for 10 years | N/A | 71.02 | - |
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