Interact to see
Advertisement
Advertisement
BGDVX vs FWCGX
BGDVX vs FWCGX Comparison
Open Charts BGDVX vs FWCGX
BlackRock GA Disciplined Volatility Eq K
Price$14.94
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.19B
American Funds Capital World Gr&Inc529F3
Price$72.79
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
BGDVX vs FWCGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. BGDVX (1.19B). BGDVX pays higher dividends than FWCGX: BGDVX (3.43) vs FWCGX (1.73). BGDVX was incepted earlier than FWCGX: BGDVX (8 years) vs FWCGX (5 years). BGDVX (0.62) is less costly to investors than FWCGX (0.47). BGDVX is a more actively managed with annual turnover of: 196.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than BGDVX: FWCGX (250) vs BGDVX (5000000). FWCGX annual gain was more profitable for investors over the last year : 11.76 vs. BGDVX (8.96).
| BGDVX | FWCGX | BGDVX / FWCGX | |
| Total Expense Ratio | 0.51 | 0.47 | 109% |
| Annual Report Gross Expense Ratio | 0.62 | 0.47 | 132% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 9.432 | 15.687 | 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 | 1.19B | 137B | 1% |
| Annual Yield % from dividends | 3.43 | 1.73 | 198% |
| Returns for 1 year | 8.96 | 11.76 | 76% |
| Returns for 3 years | 37.74 | 43.95 | 86% |
| Returns for 5 years | 47.91 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement