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BGDVX vs CWGCX
BGDVX vs CWGCX Comparison
Open Charts BGDVX vs CWGCX
BlackRock GA Disciplined Volatility Eq K
Price$14.05
Change+$0.66 (+4.93%)
VolumeN/A
Net Assets784.94M
American Funds Capital World Gr&Inc C
Price$59.96
Change+$3.86 (+6.88%)
VolumeN/A
Net Assets109.46B
BGDVX vs CWGCX Comparison Chart
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BGDVX vs. CWGCX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 109B vs. BGDVX (785M). CWGCX pays higher dividends than BGDVX: CWGCX (0.93) vs BGDVX (0.26). 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: 169.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than BGDVX: CWGCX (250) vs BGDVX (5000000). BGDVX annual gain was more profitable for investors over the last year : -2.00 vs. CWGCX (-11.55). BGDVX return over 5 years is better than : 47.38 vs. CWGCX (34.01).
| 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 | -4.968 | -10.472 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 785M | 109B | 1% |
| Annual Yield % from dividends | 0.26 | 0.93 | 28% |
| Returns for 1 year | -2.00 | -11.55 | 17% |
| Returns for 3 years | 14.32 | -0.30 | -4,762% |
| Returns for 5 years | 47.38 | 34.01 | 139% |
| Returns for 10 years | N/A | 20.56 | - |