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BGEEX vs FCWGX
BGEEX vs FCWGX Comparison
Open Charts BGEEX vs FCWGX
BlackRock GA Dynamic Eq K
Price$18.61
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.96B
American Funds Capital World Gr&Inc529F2
Price$72.86
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets136.73B
BGEEX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. BGEEX (1.96B). FCWGX pays higher dividends than BGEEX: FCWGX (1.68) vs BGEEX (1.19). BGEEX was incepted earlier than FCWGX: BGEEX (8 years) vs FCWGX (5 years). BGEEX (0.58) is less costly to investors than FCWGX (0.52). BGEEX is a more actively managed with annual turnover of: 101.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than BGEEX: FCWGX (250) vs BGEEX (5000000). BGEEX annual gain was more profitable for investors over the last year : 14.82 vs. FCWGX (9.87).
| BGEEX | FCWGX | BGEEX / FCWGX | |
| Total Expense Ratio | 0.52 | 0.52 | 100% |
| Annual Report Gross Expense Ratio | 0.58 | 0.52 | 112% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 12.561 | 15.730 | 80% |
| 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 | 1.68 | 71% |
| Returns for 1 year | 14.82 | 9.87 | 150% |
| Returns for 3 years | 52.21 | 50.70 | 103% |
| Returns for 5 years | 56.84 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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