BGEEX
Price
$18.54
Change
+$0.05 (+0.27%)
Updated
Jul 25 closing price
Net Assets
1.9B
CWIEX
Price
$72.06
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
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BGEEX vs CWIEX

Header iconBGEEX vs CWIEX Comparison
Open Charts BGEEX vs CWIEXBanner chart's image
BlackRock GA Dynamic Eq K
Price$18.54
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets1.9B
American Funds Capital World Gr&Inc 529E
Price$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
BGEEX vs CWIEX Comparison Chart in %
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BGEEX vs. CWIEX commentary
Jul 27, 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 CWIEX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. BGEEX (1.9B). CWIEX pays higher dividends than BGEEX: CWIEX (1.25) vs BGEEX (0.82). BGEEX was incepted earlier than CWIEX: BGEEX (8 years) vs CWIEX (23 years). CWIEX (1.00) is less costly to investors than BGEEX (0.58). BGEEX is a more actively managed with annual turnover of: 101.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than BGEEX: CWIEX (250) vs BGEEX (5000000). BGEEX annual gain was more profitable for investors over the last year : 18.43 vs. CWIEX (13.48). BGEEX return over 5 years is better than : 68.84 vs. CWIEX (53.28).
BGEEXCWIEXBGEEX / CWIEX
Total Expense Ratio0.521.0052%
Annual Report Gross Expense Ratio0.581.0058%
Fund Existence8 years23 years-
Gain YTD12.13714.84982%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.9B137B1%
Annual Yield % from dividends0.821.2566%
Returns for 1 year18.4313.48137%
Returns for 3 years57.5051.35112%
Returns for 5 years68.8453.28129%
Returns for 10 yearsN/A80.39-
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