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BGEEX vs CWIEX
BGEEX vs CWIEX Comparison
Open Charts BGEEX vs CWIEX
BlackRock GA Dynamic Eq K
Price$18.61
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.96B
American Funds Capital World Gr&Inc 529E
Price$72.39
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets136.73B
BGEEX vs CWIEX Comparison Chart in %
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BGEEX vs. CWIEX commentary
Aug 28, 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.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. BGEEX (1.96B). CWIEX pays higher dividends than BGEEX: CWIEX (1.25) vs BGEEX (1.19). BGEEX was incepted earlier than CWIEX: BGEEX (8 years) vs CWIEX (24 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 : 14.82 vs. CWIEX (9.31). BGEEX return over 5 years is better than : 56.84 vs. CWIEX (45.53).
| BGEEX | CWIEX | BGEEX / CWIEX | |
| Total Expense Ratio | 0.52 | 1.00 | 52% |
| Annual Report Gross Expense Ratio | 0.58 | 1.00 | 58% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 12.561 | 15.375 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 137B | 1% |
| Annual Yield % from dividends | 1.19 | 1.25 | 95% |
| Returns for 1 year | 14.82 | 9.31 | 159% |
| Returns for 3 years | 52.21 | 48.39 | 108% |
| Returns for 5 years | 56.84 | 45.53 | 125% |
| Returns for 10 years | N/A | 90.77 | - |
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