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BGEEX vs RWIFX
BGEEX vs RWIFX Comparison
Open Charts BGEEX vs RWIFX
BlackRock GA Dynamic Eq K
Price$18.61
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.96B
American Funds Capital World Gr&Inc R5
Price$72.90
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets136.73B
BGEEX vs RWIFX Comparison Chart in %
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BGEEX vs. RWIFX commentary
Aug 28, 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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. BGEEX (1.96B). RWIFX pays higher dividends than BGEEX: RWIFX (1.72) vs BGEEX (1.19). 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: 101.00 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 : 14.82 vs. RWIFX (9.92). BGEEX return over 5 years is better than : 56.84 vs. RWIFX (45.13).
| 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 | 12.561 | 15.786 | 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 | 1.72 | 69% |
| Returns for 1 year | 14.82 | 9.92 | 149% |
| Returns for 3 years | 52.21 | 49.20 | 106% |
| Returns for 5 years | 56.84 | 45.13 | 126% |
| Returns for 10 years | N/A | 74.47 | - |
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