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BGEEX vs RWIFX
BGEEX vs RWIFX Comparison
Open Charts BGEEX vs RWIFX
BlackRock GA Dynamic Eq K
Price$17.41
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets1.39B
American Funds Capital World Gr&Inc R5
Price$66.36
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
BGEEX vs RWIFX Comparison Chart
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BGEEX vs. RWIFX commentary
Jan 31, 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: 128B vs. BGEEX (1.39B). RWIFX pays higher dividends than BGEEX: RWIFX (1.94) vs BGEEX (0.90). BGEEX was incepted earlier than RWIFX: BGEEX (8 years) vs RWIFX (23 years). BGEEX is a more actively managed with annual turnover of: 65.00 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 : 21.67 vs. RWIFX (11.89). BGEEX return over 5 years is better than : 58.60 vs. RWIFX (37.26).
| BGEEX | RWIFX | BGEEX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 4.565 | 4.405 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 128B | 1% |
| Annual Yield % from dividends | 0.90 | 1.94 | 46% |
| Returns for 1 year | 21.67 | 11.89 | 182% |
| Returns for 3 years | 26.05 | 14.01 | 186% |
| Returns for 5 years | 58.60 | 37.26 | 157% |
| Returns for 10 years | N/A | 51.50 | - |
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