BGEEX
Price
$18.31
Change
+$0.13 (+0.72%)
Updated
Aug 6 closing price
Net Assets
1.89B
CWIEX
Price
$70.93
Change
+$0.43 (+0.61%)
Updated
Aug 6 closing price
Net Assets
134.28B
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BGEEX vs CWIEX

Header iconBGEEX vs CWIEX Comparison
Open Charts BGEEX vs CWIEXBanner chart's image
BlackRock GA Dynamic Eq K
Price$18.31
Change+$0.13 (+0.72%)
VolumeN/A
Net Assets1.89B
American Funds Capital World Gr&Inc 529E
Price$70.93
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
BGEEX vs CWIEX Comparison Chart in %
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BGEEX vs. CWIEX commentary
Aug 07, 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 CWIEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 134B vs. BGEEX (1.89B). CWIEX pays higher dividends than BGEEX: CWIEX (1.25) vs BGEEX (1.19). BGEEX was incepted earlier than CWIEX: BGEEX (8 years) vs CWIEX (23 years). CWIEX (1.00) is less costly to investors than BGEEX (0.58). BGEEX is a more actively managed with annual turnover of: 101.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than BGEEX: CWIEX (250) vs BGEEX (5000000). BGEEX annual gain was more profitable for investors over the last year : 21.96 vs. CWIEX (15.48). BGEEX return over 5 years is better than : 62.11 vs. CWIEX (47.92).
BGEEXCWIEXBGEEX / CWIEX
Total Expense Ratio0.521.0052%
Annual Report Gross Expense Ratio0.581.0058%
Fund Existence8 years23 years-
Gain YTD10.74613.04882%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.89B134B1%
Annual Yield % from dividends1.191.2595%
Returns for 1 year21.9615.48142%
Returns for 3 years46.8443.24108%
Returns for 5 years62.1147.92130%
Returns for 10 yearsN/A77.00-
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