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BGEEX vs FWCGX
BGEEX vs FWCGX Comparison
Open Charts BGEEX vs FWCGX
BlackRock GA Dynamic Eq K
Price$15.70
Change+$0.26 (+1.68%)
VolumeN/A
Net Assets1.37B
American Funds Capital World Gr&Inc529F3
Price$60.82
Change+$1.10 (+1.84%)
VolumeN/A
Net Assets115.05B
BGEEX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 115B vs. BGEEX (1.37B). FWCGX pays higher dividends than BGEEX: FWCGX (1.93) vs BGEEX (0.92). BGEEX was incepted earlier than FWCGX: BGEEX (8 years) vs FWCGX (4 years). BGEEX (0.58) is less costly to investors than FWCGX (0.47). BGEEX is a more actively managed with annual turnover of: 74.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than BGEEX: FWCGX (250) vs BGEEX (5000000). BGEEX annual gain was more profitable for investors over the last year : -0.70 vs. FWCGX (-3.91).
| BGEEX | FWCGX | BGEEX / FWCGX | |
| Total Expense Ratio | 0.52 | 0.47 | 111% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 8 years | 4 years | - |
| Gain YTD | -7.267 | -3.889 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 115B | 1% |
| Annual Yield % from dividends | 0.92 | 1.93 | 48% |
| Returns for 1 year | -0.70 | -3.91 | 18% |
| Returns for 3 years | 18.12 | 13.50 | 134% |
| Returns for 5 years | 68.55 | N/A | - |
| Returns for 10 years | N/A | N/A | - |