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BGDVX vs CWGFX
BGDVX vs CWGFX Comparison
Open Charts BGDVX vs CWGFX
BlackRock GA Disciplined Volatility Eq K
Price$15.60
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets1.09B
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
BGDVX vs CWGFX Comparison Chart in %
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BGDVX vs. CWGFX commentary
Jul 07, 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 Buy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. BGDVX (1.09B). CWGFX pays higher dividends than BGDVX: CWGFX (1.42) vs BGDVX (0.25). 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: 169.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than BGDVX: CWGFX (250) vs BGDVX (5000000). BGDVX annual gain was more profitable for investors over the last year : 11.49 vs. CWGFX (9.29). BGDVX return over 5 years is better than : 58.67 vs. CWGFX (52.71).
| 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 | 10.717 | 13.538 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 136B | 1% |
| Annual Yield % from dividends | 0.25 | 1.42 | 17% |
| Returns for 1 year | 11.49 | 9.29 | 124% |
| Returns for 3 years | 48.19 | 50.04 | 96% |
| Returns for 5 years | 58.67 | 52.71 | 111% |
| Returns for 10 years | N/A | 62.66 | - |
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