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BGDVX vs CWGFX
BGDVX vs CWGFX Comparison
Open Charts BGDVX vs CWGFX
BlackRock GA Disciplined Volatility Eq K
Price$14.94
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.19B
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
BGDVX vs CWGFX Comparison Chart in %
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BGDVX vs. CWGFX commentary
Aug 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 BGDVX is a StrongBuy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. BGDVX (1.19B). BGDVX pays higher dividends than CWGFX: BGDVX (3.43) vs CWGFX (1.42). BGDVX was incepted earlier than CWGFX: BGDVX (8 years) vs CWGFX (24 years). CWGFX (0.80) is less costly to investors than BGDVX (0.62). BGDVX is a more actively managed with annual turnover of: 196.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than BGDVX: CWGFX (250) vs BGDVX (5000000). CWGFX annual gain was more profitable for investors over the last year : 11.40 vs. BGDVX (8.96). BGDVX (47.91) and CWGFX (47.31) have equivalent 5 years return.
| BGDVX | CWGFX | BGDVX / CWGFX | |
| Total Expense Ratio | 0.51 | 0.80 | 64% |
| Annual Report Gross Expense Ratio | 0.62 | 0.80 | 77% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 9.432 | 15.446 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 137B | 1% |
| Annual Yield % from dividends | 3.43 | 1.42 | 241% |
| Returns for 1 year | 8.96 | 11.40 | 79% |
| Returns for 3 years | 37.74 | 41.09 | 92% |
| Returns for 5 years | 47.91 | 47.31 | 101% |
| Returns for 10 years | N/A | 64.09 | - |
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