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BGEEX vs CWGFX
BGEEX vs CWGFX Comparison
Open Charts BGEEX vs CWGFX
BlackRock GA Dynamic Eq K
Price$16.07
Change-$0.48 (-2.90%)
VolumeN/A
Net Assets1.39B
American Funds Capital World Gr&Inc F1
Price$63.53
Change-$1.75 (-2.68%)
VolumeN/A
Net Assets126.53B
BGEEX vs CWGFX Comparison Chart
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BGEEX vs. CWGFX commentary
Mar 11, 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 Hold and CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. BGEEX (1.4B). CWGFX pays higher dividends than BGEEX: CWGFX (1.54) vs BGEEX (0.88). 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 : 8.80 vs. CWGFX (1.56). BGEEX return over 5 years is better than : 80.48 vs. CWGFX (52.82).
| 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 | -0.601 | 0.528 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 127B | 1% |
| Annual Yield % from dividends | 0.88 | 1.54 | 57% |
| Returns for 1 year | 8.80 | 1.56 | 565% |
| Returns for 3 years | 31.82 | 19.80 | 161% |
| Returns for 5 years | 80.48 | 52.82 | 152% |
| Returns for 10 years | N/A | 44.49 | - |
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