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BGDVX vs CWGCX
BGDVX vs CWGCX Comparison
Open Charts BGDVX vs CWGCX
BlackRock GA Disciplined Volatility Eq K
Price$15.60
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets1.09B
American Funds Capital World Gr&Inc C
Price$70.67
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
BGDVX vs CWGCX Comparison Chart in %
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BGDVX vs. CWGCX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. BGDVX (1.09B). 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: 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 : 11.49 vs. CWGCX (8.49). BGDVX return over 5 years is better than : 58.67 vs. CWGCX (48.95).
| 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 | 10.717 | 13.166 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 136B | 1% |
| Annual Yield % from dividends | 0.25 | 0.83 | 29% |
| Returns for 1 year | 11.49 | 8.49 | 135% |
| Returns for 3 years | 48.19 | 47.34 | 102% |
| Returns for 5 years | 58.67 | 48.95 | 120% |
| Returns for 10 years | N/A | 58.53 | - |
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