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BGEEX vs CWGFX
BGEEX vs CWGFX Comparison
Open Charts BGEEX vs CWGFX
BlackRock GA Dynamic Eq K
Price$16.66
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets1.51B
American Funds Capital World Gr&Inc F1
Price$64.85
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.56B
BGEEX vs CWGFX Comparison Chart
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BGEEX vs. CWGFX 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. BGEEX (1.51B). CWGFX pays higher dividends than BGEEX: CWGFX (1.58) vs BGEEX (0.91). BGEEX was incepted earlier than CWGFX: BGEEX (8 years) vs CWGFX (24 years). CWGFX (0.80) is less costly to investors than BGEEX (0.58). BGEEX is a more actively managed with annual turnover of: 74.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than BGEEX: CWGFX (250) vs BGEEX (5000000). BGEEX annual gain was more profitable for investors over the last year : 6.56 vs. CWGFX (2.20). BGEEX return over 5 years is better than : 70.04 vs. CWGFX (50.51).
| BGEEX | CWGFX | BGEEX / CWGFX | |
| Total Expense Ratio | 0.52 | 0.80 | 65% |
| Annual Report Gross Expense Ratio | 0.58 | 0.80 | 72% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -0.300 | 2.617 | -11% |
| 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 | 1.58 | 58% |
| Returns for 1 year | 6.56 | 2.20 | 298% |
| Returns for 3 years | 41.08 | 30.66 | 134% |
| Returns for 5 years | 70.04 | 50.51 | 139% |
| Returns for 10 years | N/A | 40.75 | - |
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