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BABDX vs CWIFX
BABDX vs CWIFX Comparison
Open Charts BABDX vs CWIFX
BlackRock Global Dividend Inv A
Price$12.81
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets1.04B
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
BABDX vs CWIFX Comparison Chart in %
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BABDX vs. CWIFX 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 BABDX is a Hold and CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. BABDX (1.04B). CWIFX pays higher dividends than BABDX: CWIFX (1.57) vs BABDX (1.03). BABDX was incepted earlier than CWIFX: BABDX (17 years) vs CWIFX (23 years). BABDX (1.05) is less costly to investors than CWIFX (0.86). BABDX is a more actively managed with annual turnover of: 44.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than BABDX: CWIFX (250) vs BABDX (1000). CWIFX annual gain was more profitable for investors over the last year : 13.31 vs. BABDX (1.22). CWIFX return over 5 years is better than : 52.14 vs. BABDX (15.54).
| BABDX | CWIFX | BABDX / CWIFX | |
| Total Expense Ratio | 1.05 | 0.86 | 122% |
| Annual Report Gross Expense Ratio | 1.05 | 0.86 | 122% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 9.151 | 16.304 | 56% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 138B | 1% |
| Annual Yield % from dividends | 1.03 | 1.57 | 65% |
| Returns for 1 year | 1.22 | 13.31 | 9% |
| Returns for 3 years | 35.34 | 56.25 | 63% |
| Returns for 5 years | 15.54 | 52.14 | 30% |
| Returns for 10 years | 35.44 | 102.66 | 35% |
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