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BGDVX vs CWGFX
BGDVX vs CWGFX Comparison
Open Charts BGDVX vs CWGFX
BlackRock GA Disciplined Volatility Eq K
Price$14.69
Change+$0.02 (+0.14%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F1
Price$68.98
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
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BGDVX vs CWGFX Comparison Chart
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BGDVX vs. CWGFX commentary
Oct 18, 2024
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: 129B vs. BGDVX (722M). BGDVX pays higher dividends than CWGFX: BGDVX (2.18) vs CWGFX (1.64). BGDVX was incepted earlier than CWGFX: BGDVX (7 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). CWGFX (25.84) and BGDVX (25.37) have marching annual gain over last year. CWGFX (47.44) and BGDVX (45.36) have equivalent 5 years return.
| BGDVX | CWGFX | BGDVX / CWGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 14.141 | 15.911 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 129B | 1% |
| Annual Yield % from dividends | 2.18 | 1.64 | 133% |
| Returns for 1 year | 25.37 | 25.84 | 98% |
| Returns for 3 years | 21.74 | 8.83 | 246% |
| Returns for 5 years | 45.36 | 47.44 | 96% |
| Returns for 10 years | N/A | 63.17 | - |
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