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BGDVX vs CWGFX
BGDVX vs CWGFX Comparison
Open Charts BGDVX vs CWGFX
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 F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
BGDVX vs CWGFX Comparison Chart
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BGDVX vs. CWGFX 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. BGDVX (821M). BGDVX pays higher dividends than CWGFX: BGDVX (2.18) vs CWGFX (1.64). BGDVX was incepted earlier than CWGFX: BGDVX (8 years) vs CWGFX (24 years). BGDVX is a more actively managed with annual turnover of: 252.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than BGDVX: CWGFX (250) vs BGDVX (5000000). BGDVX annual gain was more profitable for investors over the last year : 7.93 vs. CWGFX (7.04). BGDVX return over 5 years is better than : 41.20 vs. CWGFX (32.49).
| BGDVX | CWGFX | BGDVX / CWGFX | |
| 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 | 4.307 | 92% |
| 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 | 1.64 | 133% |
| Returns for 1 year | 7.93 | 7.04 | 113% |
| Returns for 3 years | 29.99 | 16.46 | 182% |
| Returns for 5 years | 41.20 | 32.49 | 127% |
| Returns for 10 years | N/A | 44.44 | - |
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