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BKBDX vs WGIFX
BKBDX vs WGIFX Comparison
Open Charts BKBDX vs WGIFX
BlackRock Global Dividend K
Price$13.09
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets901.54M
American Funds Capital World Gr&Inc F2
Price$74.70
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
BKBDX vs WGIFX Comparison Chart in %
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BKBDX vs. WGIFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 139B vs. BKBDX (902M). WGIFX pays higher dividends than BKBDX: WGIFX (1.56) vs BKBDX (1.28). BKBDX was incepted earlier than WGIFX: BKBDX (9 years) vs WGIFX (17 years). BKBDX (0.71) is less costly to investors than WGIFX (0.52). BKBDX is a more actively managed with annual turnover of: 44.00 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 : 12.47 vs. BKBDX (2.10). WGIFX return over 5 years is better than : 43.13 vs. BKBDX (10.61).
| BKBDX | WGIFX | BKBDX / WGIFX | |
| Total Expense Ratio | 0.71 | 0.52 | 137% |
| Annual Report Gross Expense Ratio | 0.71 | 0.52 | 137% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 10.519 | 19.192 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 902M | 139B | 1% |
| Annual Yield % from dividends | 1.28 | 1.56 | 82% |
| Returns for 1 year | 2.10 | 12.47 | 17% |
| Returns for 3 years | 32.56 | 51.79 | 63% |
| Returns for 5 years | 10.61 | 43.13 | 25% |
| Returns for 10 years | N/A | 75.66 | - |
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