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BKBDX vs CWGFX
BKBDX vs CWGFX Comparison
Open Charts BKBDX vs CWGFX
BKBDX vs CWGFX Comparison Chart in %
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BKBDX vs. CWGFX commentary
Jul 14, 2026
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 BKBDX is a Buy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 158B vs. BKBDX (851M). BKBDX (1.34) and CWGFX (1.30) have matching dividends . BKBDX was incepted earlier than CWGFX: BKBDX (10 years) vs CWGFX (25 years). CWGFX (0.79) is less costly to investors than BKBDX (0.71). BKBDX (44.00) and CWGFX (44.00) have comparable annual turnover. CWGFX has a lower initial minimum investment than BKBDX: CWGFX (250) vs BKBDX (5000000). CWGFX annual gain was more profitable for investors over the last year : 14.10 vs. BKBDX (0.93). CWGFX return over 5 years is better than : 31.04 vs. BKBDX (-2.17).
| BKBDX | CWGFX | BKBDX / CWGFX | |
| Total Expense Ratio | 0.71 | 0.79 | 90% |
| Annual Report Gross Expense Ratio | 0.71 | 0.79 | 90% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 10.171 | 13.209 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 851M | 158B | 1% |
| Annual Yield % from dividends | 1.34 | 1.30 | 103% |
| Returns for 1 year | 0.93 | 14.10 | 7% |
| Returns for 3 years | 19.50 | 44.01 | 44% |
| Returns for 5 years | -2.17 | 31.04 | -7% |
| Returns for 10 years | 31.17 | 92.50 | 34% |
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