Ad is loading...
BGDVX vs FCWGX
BGDVX vs FCWGX Comparison
Open Charts BGDVX vs FCWGX
BlackRock GA Disciplined Volatility Eq K
Price$14.05
Change+$0.66 (+4.93%)
VolumeN/A
Net Assets784.94M
American Funds Capital World Gr&Inc529F2
Price$60.73
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets109.46B
BGDVX vs FCWGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 109B vs. BGDVX (785M). FCWGX pays higher dividends than BGDVX: FCWGX (1.87) vs BGDVX (0.26). BGDVX was incepted earlier than FCWGX: BGDVX (8 years) vs FCWGX (4 years). BGDVX (0.62) is less costly to investors than FCWGX (0.52). BGDVX is a more actively managed with annual turnover of: 169.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than BGDVX: FCWGX (250) vs BGDVX (5000000). BGDVX annual gain was more profitable for investors over the last year : -2.00 vs. FCWGX (-10.64).
| BGDVX | FCWGX | BGDVX / FCWGX | |
| Total Expense Ratio | 0.51 | 0.52 | 98% |
| Annual Report Gross Expense Ratio | 0.62 | 0.52 | 119% |
| Fund Existence | 8 years | 4 years | - |
| Gain YTD | -4.968 | -10.251 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 785M | 109B | 1% |
| Annual Yield % from dividends | 0.26 | 1.87 | 14% |
| Returns for 1 year | -2.00 | -10.64 | 19% |
| Returns for 3 years | 14.32 | 3.94 | 363% |
| Returns for 5 years | 47.38 | N/A | - |
| Returns for 10 years | N/A | N/A | - |