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BGEEX vs FWGIX
BGEEX vs FWGIX Comparison
Open Charts BGEEX vs FWGIX
BlackRock GA Dynamic Eq K
Price$18.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2B
American Funds Capital World Gr&Inc F3
Price$73.25
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
BGEEX vs FWGIX Comparison Chart in %
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BGEEX vs. FWGIX 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 FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 138B vs. BGEEX (2B). FWGIX pays higher dividends than BGEEX: FWGIX (1.73) vs BGEEX (1.17). BGEEX was incepted earlier than FWGIX: BGEEX (8 years) vs FWGIX (9 years). BGEEX (0.58) is less costly to investors than FWGIX (0.41). BGEEX is a more actively managed with annual turnover of: 101.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than BGEEX: FWGIX (1000000) vs BGEEX (5000000). BGEEX annual gain was more profitable for investors over the last year : 17.71 vs. FWGIX (13.56). BGEEX return over 5 years is better than : 60.61 vs. FWGIX (48.99).
| BGEEX | FWGIX | BGEEX / FWGIX | |
| Total Expense Ratio | 0.52 | 0.41 | 127% |
| Annual Report Gross Expense Ratio | 0.58 | 0.41 | 141% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 12.863 | 16.461 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 138B | 1% |
| Annual Yield % from dividends | 1.17 | 1.73 | 67% |
| Returns for 1 year | 17.71 | 13.56 | 131% |
| Returns for 3 years | 59.04 | 55.46 | 106% |
| Returns for 5 years | 60.61 | 48.99 | 124% |
| Returns for 10 years | N/A | N/A | - |
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