Ad is loading...
BGEEX vs CWGCX
BGEEX vs CWGCX Comparison
Open Charts BGEEX vs CWGCX
BlackRock GA Dynamic Eq K
Price$15.70
Change+$0.26 (+1.68%)
VolumeN/A
Net Assets1.37B
American Funds Capital World Gr&Inc C
Price$60.07
Change+$1.09 (+1.85%)
VolumeN/A
Net Assets115.05B
BGEEX vs CWGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BGEEX vs. CWGCX commentary
Apr 12, 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 Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 115B vs. BGEEX (1.37B). CWGCX (0.93) and BGEEX (0.92) have matching dividends . BGEEX was incepted earlier than CWGCX: BGEEX (8 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than BGEEX (0.58). BGEEX is a more actively managed with annual turnover of: 74.00 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 : -0.70 vs. CWGCX (-4.92). BGEEX return over 5 years is better than : 68.55 vs. CWGCX (43.49).
| BGEEX | CWGCX | BGEEX / CWGCX | |
| Total Expense Ratio | 0.52 | 1.49 | 35% |
| Annual Report Gross Expense Ratio | 0.58 | 1.49 | 39% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -7.267 | -4.136 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 115B | 1% |
| Annual Yield % from dividends | 0.92 | 0.93 | 100% |
| Returns for 1 year | -0.70 | -4.92 | 14% |
| Returns for 3 years | 18.12 | 8.76 | 207% |
| Returns for 5 years | 68.55 | 43.49 | 158% |
| Returns for 10 years | N/A | 29.33 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...