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BGEEX vs CWIFX
BGEEX vs CWIFX Comparison
Open Charts BGEEX vs CWIFX
BlackRock GA Dynamic Eq K
Price$16.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.52B
American Funds Capital World Gr&Inc 529F
Price$64.88
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
BGEEX vs CWIFX Comparison Chart
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BGEEX vs. CWIFX commentary
May 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 Buy and CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 125B vs. BGEEX (1.52B). CWIFX pays higher dividends than BGEEX: CWIFX (1.78) vs BGEEX (0.91). BGEEX was incepted earlier than CWIFX: BGEEX (8 years) vs CWIFX (23 years). CWIFX (0.86) is less costly to investors than BGEEX (0.58). BGEEX is a more actively managed with annual turnover of: 74.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than BGEEX: CWIFX (250) vs BGEEX (5000000). BGEEX annual gain was more profitable for investors over the last year : 6.34 vs. CWIFX (2.35). BGEEX return over 5 years is better than : 70.65 vs. CWIFX (56.83).
| BGEEX | CWIFX | BGEEX / CWIFX | |
| Total Expense Ratio | 0.52 | 0.86 | 60% |
| Annual Report Gross Expense Ratio | 0.58 | 0.86 | 67% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 0.060 | 2.895 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 125B | 1% |
| Annual Yield % from dividends | 0.91 | 1.78 | 51% |
| Returns for 1 year | 6.34 | 2.35 | 270% |
| Returns for 3 years | 40.66 | 33.16 | 123% |
| Returns for 5 years | 70.65 | 56.83 | 124% |
| Returns for 10 years | N/A | 65.05 | - |