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BGEEX vs CWIFX
BGEEX vs CWIFX Comparison
Open Charts BGEEX vs CWIFX
BlackRock GA Dynamic Eq K
Price$18.54
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets1.9B
American Funds Capital World Gr&Inc 529F
Price$72.19
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
BGEEX vs CWIFX Comparison Chart in %
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BGEEX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. BGEEX (1.9B). 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: 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 : 18.43 vs. CWIFX (13.93). BGEEX return over 5 years is better than : 68.84 vs. CWIFX (56.36).
| 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 | 12.137 | 15.108 | 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 | 1.9B | 137B | 1% |
| Annual Yield % from dividends | 0.82 | 1.60 | 51% |
| Returns for 1 year | 18.43 | 13.93 | 132% |
| Returns for 3 years | 57.50 | 53.13 | 108% |
| Returns for 5 years | 68.84 | 56.36 | 122% |
| Returns for 10 years | N/A | 88.17 | - |
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