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BGDVX vs CWIEX
BGDVX vs CWIEX Comparison
Open Charts BGDVX vs CWIEX
BlackRock GA Disciplined Volatility Eq K
Price$14.94
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.19B
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
BGDVX vs CWIEX Comparison Chart in %
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BGDVX vs. CWIEX commentary
Aug 17, 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 StrongBuy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. BGDVX (1.19B). BGDVX pays higher dividends than CWIEX: BGDVX (3.43) vs CWIEX (1.25). 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: 196.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than BGDVX: CWIEX (250) vs BGDVX (5000000). CWIEX annual gain was more profitable for investors over the last year : 11.15 vs. BGDVX (8.96). CWIEX (49.58) and BGDVX (47.91) have equivalent 5 years return.
| 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 | 9.432 | 15.312 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 137B | 1% |
| Annual Yield % from dividends | 3.43 | 1.25 | 274% |
| Returns for 1 year | 8.96 | 11.15 | 80% |
| Returns for 3 years | 37.74 | 41.58 | 91% |
| Returns for 5 years | 47.91 | 49.58 | 97% |
| Returns for 10 years | N/A | 81.77 | - |
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