BGEEX
Price
$18.41
Change
+$0.14 (+0.77%)
Updated
Jul 3 closing price
Net Assets
1.84B
CWIFX
Price
$71.28
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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BGEEX vs CWIFX

Header iconBGEEX vs CWIFX Comparison
Open Charts BGEEX vs CWIFXBanner chart's image
BlackRock GA Dynamic Eq K
Price$18.41
Change+$0.14 (+0.77%)
VolumeN/A
Net Assets1.84B
American Funds Capital World Gr&Inc 529F
Price$71.28
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
BGEEX vs CWIFX Comparison Chart in %
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BGEEX vs. CWIFX commentary
Jul 06, 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.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. BGEEX (1.84B). CWIFX pays higher dividends than BGEEX: CWIFX (1.60) vs BGEEX (0.82). 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: 74.00 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 : 11.58 vs. CWIFX (9.49). BGEEX return over 5 years is better than : 72.83 vs. CWIFX (58.16).
BGEEXCWIFXBGEEX / CWIFX
Total Expense Ratio0.520.8660%
Annual Report Gross Expense Ratio0.580.8667%
Fund Existence8 years23 years-
Gain YTD10.57113.65777%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.84B136B1%
Annual Yield % from dividends0.821.6051%
Returns for 1 year11.589.49122%
Returns for 3 years58.1752.32111%
Returns for 5 years72.8358.16125%
Returns for 10 yearsN/A87.92-
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