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BGDVX vs CWGCX
BGDVX vs CWGCX Comparison
Open Charts BGDVX vs CWGCX
BlackRock GA Disciplined Volatility Eq K
Price$15.32
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets1B
American Funds Capital World Gr&Inc C
Price$68.12
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
BGDVX vs CWGCX Comparison Chart
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BGDVX vs. CWGCX commentary
Jun 07, 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: 131B vs. BGDVX (1B). CWGCX pays higher dividends than BGDVX: CWGCX (0.87) 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 : 9.85 vs. CWGCX (5.53). BGDVX return over 5 years is better than : 53.82 vs. CWGCX (42.30).
| 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 | 24 years | - |
| Gain YTD | 8.233 | 8.711 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 131B | 1% |
| Annual Yield % from dividends | 0.25 | 0.87 | 29% |
| Returns for 1 year | 9.85 | 5.53 | 178% |
| Returns for 3 years | 39.02 | 26.86 | 145% |
| Returns for 5 years | 53.82 | 42.30 | 127% |
| Returns for 10 years | N/A | 49.31 | - |
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