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BGEEX vs CWGFX
BGEEX vs CWGFX Comparison
Open Charts BGEEX vs CWGFX
BlackRock GA Dynamic Eq K
Price$17.41
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets1.39B
American Funds Capital World Gr&Inc F1
Price$66.15
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
BGEEX vs CWGFX Comparison Chart
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BGEEX vs. CWGFX 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. BGEEX (1.39B). CWGFX pays higher dividends than BGEEX: CWGFX (1.64) vs BGEEX (0.90). BGEEX was incepted earlier than CWGFX: BGEEX (8 years) vs CWGFX (24 years). BGEEX is a more actively managed with annual turnover of: 65.00 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 : 21.67 vs. CWGFX (11.49). BGEEX return over 5 years is better than : 58.60 vs. CWGFX (35.83).
| BGEEX | CWGFX | BGEEX / CWGFX | |
| 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 | 4.370 | 104% |
| 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 | 1.64 | 55% |
| Returns for 1 year | 21.67 | 11.49 | 189% |
| Returns for 3 years | 26.05 | 13.20 | 197% |
| Returns for 5 years | 58.60 | 35.83 | 164% |
| Returns for 10 years | N/A | 49.85 | - |
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