Interact to see
Advertisement
Advertisement
BGDVX vs CWGFX
BGDVX vs CWGFX Comparison
Open Charts BGDVX vs CWGFX
BlackRock GA Disciplined Volatility Eq K
Price$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.16B
American Funds Capital World Gr&Inc F1
Price$72.30
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
BGDVX vs CWGFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGDVX vs. CWGFX commentary
Jul 27, 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: 137B vs. BGDVX (1.16B). 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: 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 : 13.72 vs. BGDVX (12.00). BGDVX (51.26) and CWGFX (50.98) 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 | 8.919 | 14.969 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 137B | 1% |
| Annual Yield % from dividends | 0.25 | 1.42 | 17% |
| Returns for 1 year | 12.00 | 13.72 | 87% |
| Returns for 3 years | 44.52 | 50.80 | 88% |
| Returns for 5 years | 51.26 | 50.98 | 101% |
| Returns for 10 years | N/A | 62.85 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement