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BGDVX vs FWCGX
BGDVX vs FWCGX Comparison
Open Charts BGDVX vs FWCGX
BlackRock GA Disciplined Volatility Eq K
Price$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.16B
American Funds Capital World Gr&Inc529F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
BGDVX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. BGDVX (1.16B). FWCGX pays higher dividends than BGDVX: FWCGX (1.73) vs BGDVX (0.25). 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 : 14.12 vs. BGDVX (12.00).
| 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 | 8.919 | 15.194 | 59% |
| 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 | 1.73 | 14% |
| Returns for 1 year | 12.00 | 14.12 | 85% |
| Returns for 3 years | 44.52 | 53.88 | 83% |
| Returns for 5 years | 51.26 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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