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BIEEX vs CWIAX
BIEEX vs CWIAX Comparison
Open Charts BIEEX vs CWIAX
BlackRock GA Dynamic Eq Instl
Price$18.27
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets1.92B
American Funds Capital World Gr&Inc 529A
Price$71.39
Change-$0.19 (-0.27%)
VolumeN/A
Net Assets136.03B
BIEEX vs CWIAX Comparison Chart in %
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BIEEX vs. CWIAX commentary
Aug 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 BIEEX is a StrongBuy and CWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. BIEEX (1.92B). CWIAX pays higher dividends than BIEEX: CWIAX (1.46) vs BIEEX (1.13). BIEEX was incepted earlier than CWIAX: BIEEX (7 years) vs CWIAX (24 years). CWIAX (0.78) is less costly to investors than BIEEX (0.66). BIEEX is a more actively managed with annual turnover of: 101.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than BIEEX: CWIAX (250) vs BIEEX (2000000). BIEEX annual gain was more profitable for investors over the last year : 19.40 vs. CWIAX (13.48). BIEEX return over 5 years is better than : 59.72 vs. CWIAX (48.70).
| BIEEX | CWIAX | BIEEX / CWIAX | |
| Total Expense Ratio | 0.57 | 0.78 | 73% |
| Annual Report Gross Expense Ratio | 0.66 | 0.78 | 85% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 11.098 | 13.764 | 81% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 136B | 1% |
| Annual Yield % from dividends | 1.13 | 1.46 | 77% |
| Returns for 1 year | 19.40 | 13.48 | 144% |
| Returns for 3 years | 42.22 | 40.37 | 105% |
| Returns for 5 years | 59.72 | 48.70 | 123% |
| Returns for 10 years | 13.07 | 82.70 | 16% |
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