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BGDVX vs FWCGX
BGDVX vs FWCGX Comparison
Open Charts BGDVX vs FWCGX
BlackRock GA Disciplined Volatility Eq K
Price$14.05
Change+$0.66 (+4.93%)
VolumeN/A
Net Assets784.94M
American Funds Capital World Gr&Inc529F3
Price$60.71
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets109.46B
BGDVX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 109B vs. BGDVX (785M). FWCGX pays higher dividends than BGDVX: FWCGX (1.93) vs BGDVX (0.26). BGDVX was incepted earlier than FWCGX: BGDVX (8 years) vs FWCGX (4 years). BGDVX (0.62) is less costly to investors than FWCGX (0.47). BGDVX is a more actively managed with annual turnover of: 169.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than BGDVX: FWCGX (250) vs BGDVX (5000000). BGDVX annual gain was more profitable for investors over the last year : -2.00 vs. FWCGX (-10.61).
| BGDVX | FWCGX | BGDVX / FWCGX | |
| Total Expense Ratio | 0.51 | 0.47 | 109% |
| Annual Report Gross Expense Ratio | 0.62 | 0.47 | 132% |
| Fund Existence | 8 years | 4 years | - |
| Gain YTD | -4.968 | -10.242 | 49% |
| 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 | 1.93 | 14% |
| Returns for 1 year | -2.00 | -10.61 | 19% |
| Returns for 3 years | 14.32 | 4.05 | 354% |
| Returns for 5 years | 47.38 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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