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BGEEX vs CWGCX
BGEEX vs CWGCX Comparison
Open Charts BGEEX vs CWGCX
BlackRock GA Dynamic Eq K
Price$16.66
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets1.51B
American Funds Capital World Gr&Inc C
Price$64.17
Change+$0.19 (+0.30%)
VolumeN/A
Net Assets124.56B
BGEEX vs CWGCX Comparison Chart
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BGEEX vs. CWGCX commentary
May 09, 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: 125B vs. BGEEX (1.51B). CWGCX (0.92) and BGEEX (0.91) 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 : 6.56 vs. CWGCX (1.49). BGEEX return over 5 years is better than : 70.04 vs. CWGCX (47.06).
| 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 | -0.300 | 2.407 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 125B | 1% |
| Annual Yield % from dividends | 0.91 | 0.92 | 99% |
| Returns for 1 year | 6.56 | 1.49 | 441% |
| Returns for 3 years | 41.08 | 28.58 | 144% |
| Returns for 5 years | 70.04 | 47.06 | 149% |
| Returns for 10 years | N/A | 37.47 | - |