Ad is loading...
BGEEX vs FCWGX
BGEEX vs FCWGX Comparison
Open Charts BGEEX vs FCWGX
BlackRock GA Dynamic Eq K
Price$16.07
Change-$0.48 (-2.90%)
VolumeN/A
Net Assets1.39B
American Funds Capital World Gr&Inc529F2
Price$63.68
Change-$1.80 (-2.75%)
VolumeN/A
Net Assets126.53B
BGEEX vs FCWGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 127B vs. BGEEX (1.4B). FCWGX pays higher dividends than BGEEX: FCWGX (1.80) vs BGEEX (0.88). BGEEX was incepted earlier than FCWGX: BGEEX (8 years) vs FCWGX (4 years). BGEEX (0.58) is less costly to investors than FCWGX (0.52). BGEEX is a more actively managed with annual turnover of: 74.00 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 : 8.80 vs. FCWGX (1.85).
| 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 | 4 years | - |
| Gain YTD | -0.601 | 0.585 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 127B | 1% |
| Annual Yield % from dividends | 0.88 | 1.80 | 49% |
| Returns for 1 year | 8.80 | 1.85 | 475% |
| Returns for 3 years | 31.82 | 23.32 | 136% |
| Returns for 5 years | 80.48 | N/A | - |
| Returns for 10 years | N/A | N/A | - |