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BGDVX vs FWCGX
BGDVX vs FWCGX Comparison
Open Charts BGDVX vs FWCGX
BlackRock GA Disciplined Volatility Eq K
Price$15.32
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets1B
American Funds Capital World Gr&Inc529F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
BGDVX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. BGDVX (1B). FWCGX pays higher dividends than BGDVX: FWCGX (1.81) vs BGDVX (0.25). BGDVX was incepted earlier than FWCGX: BGDVX (8 years) vs FWCGX (5 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 : 9.85 vs. FWCGX (6.68).
| 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 | 5 years | - |
| Gain YTD | 8.233 | 9.164 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 131B | 1% |
| Annual Yield % from dividends | 0.25 | 1.81 | 14% |
| Returns for 1 year | 9.85 | 6.68 | 148% |
| Returns for 3 years | 39.02 | 32.36 | 121% |
| Returns for 5 years | 53.82 | N/A | - |
| Returns for 10 years | N/A | N/A | - |