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BIEEX vs CWIAX
BIEEX vs CWIAX Comparison
Open Charts BIEEX vs CWIAX
BlackRock GA Dynamic Eq Instl
Price$18.98
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets2.02B
American Funds Capital World Gr&Inc 529A
Price$74.79
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets140.8B
BIEEX vs CWIAX Comparison Chart in %
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BIEEX vs. CWIAX commentary
Sep 17, 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: 141B vs. BIEEX (2.02B). CWIAX pays higher dividends than BIEEX: CWIAX (1.43) vs BIEEX (1.11). 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 : 17.60 vs. CWIAX (13.25). BIEEX return over 5 years is better than : 62.38 vs. CWIAX (53.44).
| 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 | 14.916 | 18.736 | 80% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 141B | 1% |
| Annual Yield % from dividends | 1.11 | 1.43 | 78% |
| Returns for 1 year | 17.60 | 13.25 | 133% |
| Returns for 3 years | 62.10 | 59.37 | 105% |
| Returns for 5 years | 62.38 | 53.44 | 117% |
| Returns for 10 years | 27.65 | 103.65 | 27% |
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