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BGDVX vs CWIEX
BGDVX vs CWIEX Comparison
Open Charts BGDVX vs CWIEX
BlackRock GA Disciplined Volatility Eq K
Price$15.60
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets1.09B
American Funds Capital World Gr&Inc 529E
Price$71.17
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
BGDVX vs CWIEX Comparison Chart in %
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BGDVX vs. CWIEX commentary
Jul 07, 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 BGDVX is a Buy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 136B vs. BGDVX (1.09B). CWIEX pays higher dividends than BGDVX: CWIEX (1.25) vs BGDVX (0.25). BGDVX was incepted earlier than CWIEX: BGDVX (8 years) vs CWIEX (23 years). CWIEX (1.00) is less costly to investors than BGDVX (0.62). BGDVX is a more actively managed with annual turnover of: 169.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than BGDVX: CWIEX (250) vs BGDVX (5000000). BGDVX annual gain was more profitable for investors over the last year : 11.49 vs. CWIEX (9.06). BGDVX return over 5 years is better than : 58.67 vs. CWIEX (55.06).
| BGDVX | CWIEX | BGDVX / CWIEX | |
| Total Expense Ratio | 0.51 | 1.00 | 51% |
| Annual Report Gross Expense Ratio | 0.62 | 1.00 | 62% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 10.717 | 13.431 | 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 | 1.09B | 136B | 1% |
| Annual Yield % from dividends | 0.25 | 1.25 | 20% |
| Returns for 1 year | 11.49 | 9.06 | 127% |
| Returns for 3 years | 48.19 | 50.57 | 95% |
| Returns for 5 years | 58.67 | 55.06 | 107% |
| Returns for 10 years | N/A | 80.16 | - |
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