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BGDVX vs FCWGX
BGDVX vs FCWGX Comparison
Open Charts BGDVX vs FCWGX
BlackRock GA Disciplined Volatility Eq K
Price$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.15B
American Funds Capital World Gr&Inc529F2
Price$72.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
BGDVX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. BGDVX (1.15B). FCWGX pays higher dividends than BGDVX: FCWGX (1.68) vs BGDVX (0.25). BGDVX was incepted earlier than FCWGX: BGDVX (8 years) vs FCWGX (5 years). BGDVX (0.62) is less costly to investors than FCWGX (0.52). BGDVX is a more actively managed with annual turnover of: 196.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than BGDVX: FCWGX (250) vs BGDVX (5000000). FCWGX annual gain was more profitable for investors over the last year : 14.07 vs. BGDVX (11.92).
| 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 | 5 years | - |
| Gain YTD | 8.846 | 15.158 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 137B | 1% |
| Annual Yield % from dividends | 0.25 | 1.68 | 15% |
| Returns for 1 year | 11.92 | 14.07 | 85% |
| Returns for 3 years | 44.42 | 53.70 | 83% |
| Returns for 5 years | 51.16 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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