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BGEEX vs CWGCX
BGEEX vs CWGCX Comparison
Open Charts BGEEX vs CWGCX
BlackRock GA Dynamic Eq K
Price$17.41
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets1.39B
American Funds Capital World Gr&Inc C
Price$65.45
Change+$0.54 (+0.83%)
VolumeN/A
Net Assets128.02B
BGEEX vs CWGCX Comparison Chart
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BGEEX vs. CWGCX commentary
Jan 31, 2025
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 BGEEX is a StrongBuy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. BGEEX (1.39B). CWGCX pays higher dividends than BGEEX: CWGCX (1.04) vs BGEEX (0.90). BGEEX was incepted earlier than CWGCX: BGEEX (8 years) vs CWGCX (24 years). BGEEX is a more actively managed with annual turnover of: 65.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than BGEEX: CWGCX (250) vs BGEEX (5000000). BGEEX annual gain was more profitable for investors over the last year : 21.67 vs. CWGCX (10.67). BGEEX return over 5 years is better than : 58.60 vs. CWGCX (33.00).
| BGEEX | CWGCX | BGEEX / CWGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 4.565 | 4.319 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 128B | 1% |
| Annual Yield % from dividends | 0.90 | 1.04 | 87% |
| Returns for 1 year | 21.67 | 10.67 | 203% |
| Returns for 3 years | 26.05 | 11.58 | 225% |
| Returns for 5 years | 58.60 | 33.00 | 178% |
| Returns for 10 years | N/A | 46.55 | - |
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