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BGEEX vs CWIFX
BGEEX vs CWIFX Comparison
Open Charts BGEEX vs CWIFX
BlackRock GA Dynamic Eq K
Price$18.56
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets1.95B
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
BGEEX vs CWIFX Comparison Chart in %
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BGEEX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. BGEEX (1.95B). CWIFX pays higher dividends than BGEEX: CWIFX (1.60) vs BGEEX (1.19). 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 : 16.42 vs. CWIFX (11.58). BGEEX return over 5 years is better than : 62.41 vs. CWIFX (52.56).
| 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 | 12.258 | 15.587 | 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 | 1.95B | 137B | 1% |
| Annual Yield % from dividends | 1.19 | 1.60 | 74% |
| Returns for 1 year | 16.42 | 11.58 | 142% |
| Returns for 3 years | 43.82 | 43.22 | 101% |
| Returns for 5 years | 62.41 | 52.56 | 119% |
| Returns for 10 years | N/A | 89.56 | - |
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