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BGEEX vs CWGFX
BGEEX vs CWGFX Comparison
Open Charts BGEEX vs CWGFX
BlackRock GA Dynamic Eq K
Price$18.41
Change+$0.14 (+0.77%)
VolumeN/A
Net Assets1.84B
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
BGEEX vs CWGFX Comparison Chart in %
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BGEEX vs. CWGFX commentary
Jul 06, 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 BGEEX is a Buy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. BGEEX (1.84B). CWGFX pays higher dividends than BGEEX: CWGFX (1.42) vs BGEEX (0.82). BGEEX was incepted earlier than CWGFX: BGEEX (8 years) vs CWGFX (24 years). CWGFX (0.80) is less costly to investors than BGEEX (0.58). BGEEX is a more actively managed with annual turnover of: 74.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than BGEEX: CWGFX (250) vs BGEEX (5000000). BGEEX annual gain was more profitable for investors over the last year : 11.58 vs. CWGFX (9.29). BGEEX return over 5 years is better than : 72.83 vs. CWGFX (52.71).
| BGEEX | CWGFX | BGEEX / CWGFX | |
| Total Expense Ratio | 0.52 | 0.80 | 65% |
| Annual Report Gross Expense Ratio | 0.58 | 0.80 | 72% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 10.571 | 13.538 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 136B | 1% |
| Annual Yield % from dividends | 0.82 | 1.42 | 58% |
| Returns for 1 year | 11.58 | 9.29 | 125% |
| Returns for 3 years | 58.17 | 50.04 | 116% |
| Returns for 5 years | 72.83 | 52.71 | 138% |
| Returns for 10 years | N/A | 62.66 | - |
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