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BGDVX vs CWGCX
BGDVX vs CWGCX Comparison
Open Charts BGDVX vs CWGCX
BlackRock GA Disciplined Volatility Eq K
Price$14.65
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets820.98M
American Funds Capital World Gr&Inc C
Price$65.39
Change-$0.87 (-1.31%)
VolumeN/A
Net Assets128.43B
BGDVX vs CWGCX Comparison Chart
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BGDVX vs. CWGCX commentary
Feb 23, 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: 128B vs. BGDVX (821M). BGDVX pays higher dividends than CWGCX: BGDVX (2.18) vs CWGCX (1.04). BGDVX was incepted earlier than CWGCX: BGDVX (8 years) vs CWGCX (24 years). BGDVX is a more actively managed with annual turnover of: 252.00 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 : 7.93 vs. CWGCX (6.26). BGDVX return over 5 years is better than : 41.20 vs. CWGCX (29.73).
| BGDVX | CWGCX | BGDVX / CWGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 3.974 | 4.224 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 128B | 1% |
| Annual Yield % from dividends | 2.18 | 1.04 | 209% |
| Returns for 1 year | 7.93 | 6.26 | 127% |
| Returns for 3 years | 29.99 | 14.81 | 202% |
| Returns for 5 years | 41.20 | 29.73 | 139% |
| Returns for 10 years | N/A | 41.32 | - |
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