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BKBDX vs WGIFX
BKBDX vs WGIFX Comparison
Open Charts BKBDX vs WGIFX
BlackRock Global Dividend K
Price$12.68
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets1.02B
American Funds Capital World Gr&Inc F2
Price$71.45
Change+$0.18 (+0.25%)
VolumeN/A
Net Assets135.09B
BKBDX vs WGIFX Comparison Chart in %
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BKBDX vs. WGIFX commentary
Aug 08, 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 BKBDX is a Hold and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 135B vs. BKBDX (1.02B). WGIFX pays higher dividends than BKBDX: WGIFX (1.67) vs BKBDX (1.34). BKBDX was incepted earlier than WGIFX: BKBDX (9 years) vs WGIFX (17 years). BKBDX (0.72) is less costly to investors than WGIFX (0.52). BKBDX is a more actively managed with annual turnover of: 50.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than BKBDX: WGIFX (250) vs BKBDX (5000000). WGIFX annual gain was more profitable for investors over the last year : 16.69 vs. BKBDX (3.85). WGIFX return over 5 years is better than : 47.55 vs. BKBDX (15.78).
| BKBDX | WGIFX | BKBDX / WGIFX | |
| Total Expense Ratio | 0.72 | 0.52 | 138% |
| Annual Report Gross Expense Ratio | 0.72 | 0.52 | 138% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 6.408 | 13.647 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 135B | 1% |
| Annual Yield % from dividends | 1.34 | 1.67 | 80% |
| Returns for 1 year | 3.85 | 16.69 | 23% |
| Returns for 3 years | 23.25 | 43.62 | 53% |
| Returns for 5 years | 15.78 | 47.55 | 33% |
| Returns for 10 years | N/A | 60.22 | - |
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