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BGDVX vs CWGFX
BGDVX vs CWGFX Comparison
Open Charts BGDVX vs CWGFX
BlackRock GA Disciplined Volatility Eq K
Price$14.95
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.2B
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
BGDVX vs CWGFX Comparison Chart in %
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BGDVX vs. CWGFX commentary
Sep 08, 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. BGDVX (1.2B). BGDVX pays higher dividends than CWGFX: BGDVX (3.37) vs CWGFX (1.39). BGDVX was incepted earlier than CWGFX: BGDVX (8 years) vs CWGFX (25 years). CWGFX (0.80) is less costly to investors than BGDVX (0.62). BGDVX is a more actively managed with annual turnover of: 196.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than BGDVX: CWGFX (250) vs BGDVX (5000000). CWGFX annual gain was more profitable for investors over the last year : 13.11 vs. BGDVX (7.29). BGDVX (47.74) and CWGFX (46.91) have equivalent 5 years return.
| BGDVX | CWGFX | BGDVX / CWGFX | |
| Total Expense Ratio | 0.51 | 0.80 | 64% |
| Annual Report Gross Expense Ratio | 0.62 | 0.80 | 77% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 9.505 | 16.146 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 138B | 1% |
| Annual Yield % from dividends | 3.37 | 1.39 | 242% |
| Returns for 1 year | 7.29 | 13.11 | 56% |
| Returns for 3 years | 47.79 | 53.92 | 89% |
| Returns for 5 years | 47.74 | 46.91 | 102% |
| Returns for 10 years | N/A | 75.40 | - |
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