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BGEEX vs RWIFX
BGEEX vs RWIFX Comparison
Open Charts BGEEX vs RWIFX
BlackRock GA Dynamic Eq K
Price$15.70
Change+$0.26 (+1.68%)
VolumeN/A
Net Assets1.37B
American Funds Capital World Gr&Inc R5
Price$60.87
Change+$1.11 (+1.86%)
VolumeN/A
Net Assets115.05B
BGEEX vs RWIFX Comparison Chart
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BGEEX vs. RWIFX commentary
Apr 12, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 115B vs. BGEEX (1.37B). RWIFX pays higher dividends than BGEEX: RWIFX (1.93) vs BGEEX (0.92). BGEEX was incepted earlier than RWIFX: BGEEX (8 years) vs RWIFX (23 years). BGEEX (0.58) is less costly to investors than RWIFX (0.46). BGEEX is a more actively managed with annual turnover of: 74.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than BGEEX: RWIFX (250) vs BGEEX (5000000). BGEEX annual gain was more profitable for investors over the last year : -0.70 vs. RWIFX (-3.88). BGEEX return over 5 years is better than : 68.55 vs. RWIFX (48.63).
| BGEEX | RWIFX | BGEEX / RWIFX | |
| Total Expense Ratio | 0.52 | 0.46 | 113% |
| Annual Report Gross Expense Ratio | 0.58 | 0.46 | 126% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -7.267 | -3.872 | 188% |
| 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 | -3.88 | 18% |
| Returns for 3 years | 18.12 | 11.42 | 159% |
| Returns for 5 years | 68.55 | 48.63 | 141% |
| Returns for 10 years | N/A | 34.05 | - |
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