Interact to see
Advertisement
Advertisement
BGEEX vs CWGFX
BGEEX vs CWGFX Comparison
Open Charts BGEEX vs CWGFX
BlackRock GA Dynamic Eq K
Price$18.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2B
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
BGEEX vs CWGFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGEEX vs. CWGFX commentary
Sep 08, 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: 138B vs. BGEEX (2B). CWGFX pays higher dividends than BGEEX: CWGFX (1.39) vs BGEEX (1.17). BGEEX was incepted earlier than CWGFX: BGEEX (8 years) vs CWGFX (25 years). CWGFX (0.80) is less costly to investors than BGEEX (0.58). BGEEX is a more actively managed with annual turnover of: 101.00 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 : 17.71 vs. CWGFX (13.11). BGEEX return over 5 years is better than : 60.61 vs. CWGFX (46.91).
| 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 | 25 years | - |
| Gain YTD | 12.863 | 16.146 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 138B | 1% |
| Annual Yield % from dividends | 1.17 | 1.39 | 84% |
| Returns for 1 year | 17.71 | 13.11 | 135% |
| Returns for 3 years | 59.04 | 53.92 | 110% |
| Returns for 5 years | 60.61 | 46.91 | 129% |
| Returns for 10 years | N/A | 75.40 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers