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BGDVX vs FWGIX
BGDVX vs FWGIX Comparison
Open Charts BGDVX vs FWGIX
BlackRock GA Disciplined Volatility Eq K
Price$14.95
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.2B
American Funds Capital World Gr&Inc F3
Price$73.25
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
BGDVX vs FWGIX Comparison Chart in %
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BGDVX vs. FWGIX commentary
Sep 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 StrongBuy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. BGDVX (1.2B). BGDVX pays higher dividends than FWGIX: BGDVX (3.37) vs FWGIX (1.73). BGDVX was incepted earlier than FWGIX: BGDVX (8 years) vs FWGIX (9 years). BGDVX (0.62) is less costly to investors than FWGIX (0.41). BGDVX is a more actively managed with annual turnover of: 196.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than BGDVX: FWGIX (1000000) vs BGDVX (5000000). FWGIX annual gain was more profitable for investors over the last year : 13.56 vs. BGDVX (7.29). FWGIX (48.99) and BGDVX (47.74) have equivalent 5 years return.
| BGDVX | FWGIX | BGDVX / FWGIX | |
| Total Expense Ratio | 0.51 | 0.41 | 124% |
| Annual Report Gross Expense Ratio | 0.62 | 0.41 | 151% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 9.505 | 16.461 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 137B | 1% |
| Annual Yield % from dividends | 3.37 | 1.73 | 195% |
| Returns for 1 year | 7.29 | 13.56 | 54% |
| Returns for 3 years | 47.79 | 55.46 | 86% |
| Returns for 5 years | 47.74 | 48.99 | 97% |
| Returns for 10 years | N/A | N/A | - |
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