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BKBDX vs WGIFX
BKBDX vs WGIFX Comparison
Open Charts BKBDX vs WGIFX
BlackRock Global Dividend K
Price$11.91
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets889.8M
American Funds Capital World Gr&Inc F2
Price$71.84
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
BKBDX vs WGIFX Comparison Chart in %
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BKBDX vs. WGIFX commentary
Dec 28, 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 BKBDX is a Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. BKBDX (890M). WGIFX pays higher dividends than BKBDX: WGIFX (1.55) vs BKBDX (1.26). BKBDX was incepted earlier than WGIFX: BKBDX (10 years) vs WGIFX (17 years). BKBDX (0.71) is less costly to investors than WGIFX (0.52). BKBDX is a more actively managed with annual turnover of: 44.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than BKBDX: WGIFX (250) vs BKBDX (5000000). WGIFX annual gain was more profitable for investors over the last year : 12.59 vs. BKBDX (-0.94). WGIFX return over 5 years is better than : 32.43 vs. BKBDX (2.49).
| BKBDX | WGIFX | BKBDX / WGIFX | |
| Total Expense Ratio | 0.71 | 0.52 | 137% |
| Annual Report Gross Expense Ratio | 0.71 | 0.52 | 137% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 0.633 | 14.629 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 142B | 1% |
| Annual Yield % from dividends | 1.26 | 1.55 | 81% |
| Returns for 1 year | -0.94 | 12.59 | -7% |
| Returns for 3 years | 21.10 | 47.17 | 45% |
| Returns for 5 years | 2.49 | 32.43 | 8% |
| Returns for 10 years | N/A | 75.18 | - |
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