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BGEEX vs CWIFX
BGEEX vs CWIFX Comparison
Open Charts BGEEX vs CWIFX
BlackRock GA Dynamic Eq K
Price$18.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2B
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
BGEEX vs CWIFX Comparison Chart in %
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BGEEX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. BGEEX (2B). CWIFX pays higher dividends than BGEEX: CWIFX (1.57) vs BGEEX (1.17). BGEEX was incepted earlier than CWIFX: BGEEX (8 years) vs CWIFX (23 years). CWIFX (0.86) is less costly to investors than BGEEX (0.58). BGEEX is a more actively managed with annual turnover of: 101.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than BGEEX: CWIFX (250) vs BGEEX (5000000). BGEEX annual gain was more profitable for investors over the last year : 17.71 vs. CWIFX (13.31). BGEEX return over 5 years is better than : 60.61 vs. CWIFX (52.14).
| BGEEX | CWIFX | BGEEX / CWIFX | |
| Total Expense Ratio | 0.52 | 0.86 | 60% |
| Annual Report Gross Expense Ratio | 0.58 | 0.86 | 67% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 12.863 | 16.304 | 79% |
| 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 | 1.57 | 74% |
| Returns for 1 year | 17.71 | 13.31 | 133% |
| Returns for 3 years | 59.04 | 56.25 | 105% |
| Returns for 5 years | 60.61 | 52.14 | 116% |
| Returns for 10 years | N/A | 102.66 | - |
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