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BGEEX vs CWICX
BGEEX vs CWICX Comparison
Open Charts BGEEX vs CWICX
BlackRock GA Dynamic Eq K
Price$18.56
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets1.95B
American Funds Capital World Gr&Inc 529C
Price$72.26
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
BGEEX vs CWICX Comparison Chart in %
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BGEEX vs. CWICX commentary
Aug 18, 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 CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. BGEEX (1.95B). BGEEX pays higher dividends than CWICX: BGEEX (1.19) vs CWICX (0.78). BGEEX was incepted earlier than CWICX: BGEEX (8 years) vs CWICX (24 years). CWICX (1.53) is less costly to investors than BGEEX (0.58). BGEEX is a more actively managed with annual turnover of: 101.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than BGEEX: CWICX (250) vs BGEEX (5000000). BGEEX annual gain was more profitable for investors over the last year : 16.42 vs. CWICX (10.56). BGEEX return over 5 years is better than : 62.41 vs. CWICX (45.65).
| BGEEX | CWICX | BGEEX / CWICX | |
| Total Expense Ratio | 0.52 | 1.53 | 34% |
| Annual Report Gross Expense Ratio | 0.58 | 1.53 | 38% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 12.258 | 14.932 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 137B | 1% |
| Annual Yield % from dividends | 1.19 | 0.78 | 152% |
| Returns for 1 year | 16.42 | 10.56 | 156% |
| Returns for 3 years | 43.82 | 39.33 | 111% |
| Returns for 5 years | 62.41 | 45.65 | 137% |
| Returns for 10 years | N/A | 72.26 | - |
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