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BGEEX vs CWGFX
BGEEX vs CWGFX Comparison
Open Charts BGEEX vs CWGFX
BlackRock GA Dynamic Eq K
Price$16.86
Change-$0.47 (-2.71%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F1
Price$63.48
Change-$1.79 (-2.74%)
VolumeN/A
CapitalizationN/A
BGEEX vs CWGFX Comparison Chart
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BGEEX vs. CWGFX commentary
Dec 19, 2024
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: 121B vs. BGEEX (1.34B). 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 : 22.95 vs. CWGFX (12.01). BGEEX return over 5 years is better than : 57.72 vs. CWGFX (32.35).
| 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 | 21.727 | 10.423 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 121B | 1% |
| Annual Yield % from dividends | 0.90 | 1.64 | 55% |
| Returns for 1 year | 22.95 | 12.01 | 191% |
| Returns for 3 years | 22.31 | 9.87 | 226% |
| Returns for 5 years | 57.72 | 32.35 | 178% |
| Returns for 10 years | N/A | 47.57 | - |
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