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BGEEX vs CWGFX
BGEEX vs CWGFX Comparison
Open Charts BGEEX vs CWGFX
BlackRock GA Dynamic Eq K
Price$17.07
Change-$0.06 (-0.35%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
BGEEX vs CWGFX Comparison Chart
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BGEEX vs. CWGFX commentary
Nov 18, 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 Sell.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. BGEEX (1.26B). CWGFX pays higher dividends than BGEEX: CWGFX (1.64) vs BGEEX (0.90). BGEEX was incepted earlier than CWGFX: BGEEX (7 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 : 24.46 vs. CWGFX (19.02). BGEEX return over 5 years is better than : 58.52 vs. CWGFX (38.62).
| BGEEX | CWGFX | BGEEX / CWGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 18.637 | 13.044 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 125B | 1% |
| Annual Yield % from dividends | 0.90 | 1.64 | 55% |
| Returns for 1 year | 24.46 | 19.02 | 129% |
| Returns for 3 years | 12.98 | 3.12 | 416% |
| Returns for 5 years | 58.52 | 38.62 | 152% |
| Returns for 10 years | N/A | 49.28 | - |