BGDVX
Price
$15.60
Change
+$0.09 (+0.58%)
Updated
Jul 3 closing price
Net Assets
1.09B
CWGFX
Price
$71.40
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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BGDVX vs CWGFX

Header iconBGDVX vs CWGFX Comparison
Open Charts BGDVX vs CWGFXBanner chart's image
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.

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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).
BGDVXCWGFXBGDVX / CWGFX
Total Expense Ratio0.510.8064%
Annual Report Gross Expense Ratio0.620.8077%
Fund Existence8 years24 years-
Gain YTD10.71713.53879%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.09B136B1%
Annual Yield % from dividends0.251.4217%
Returns for 1 year11.499.29124%
Returns for 3 years48.1950.0496%
Returns for 5 years58.6752.71111%
Returns for 10 yearsN/A62.66-
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