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BGEEX vs CWIEX
BGEEX vs CWIEX Comparison
Open Charts BGEEX vs CWIEX
BlackRock GA Dynamic Eq K
Price$18.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2B
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
BGEEX vs CWIEX Comparison Chart in %
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BGEEX vs. CWIEX 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. BGEEX (2B). CWIEX (1.22) and BGEEX (1.17) have matching dividends . BGEEX was incepted earlier than CWIEX: BGEEX (8 years) vs CWIEX (24 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 : 17.71 vs. CWIEX (12.87). BGEEX return over 5 years is better than : 60.61 vs. CWIEX (49.15).
| BGEEX | CWIEX | BGEEX / CWIEX | |
| Total Expense Ratio | 0.52 | 1.00 | 52% |
| Annual Report Gross Expense Ratio | 0.58 | 1.00 | 58% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 12.863 | 15.997 | 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 | 1.22 | 96% |
| Returns for 1 year | 17.71 | 12.87 | 138% |
| Returns for 3 years | 59.04 | 54.44 | 108% |
| Returns for 5 years | 60.61 | 49.15 | 123% |
| Returns for 10 years | N/A | 94.28 | - |
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