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BGDVX vs CWIEX
BGDVX vs CWIEX Comparison
Open Charts BGDVX vs CWIEX
BlackRock GA Disciplined Volatility Eq K
Price$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.16B
American Funds Capital World Gr&Inc 529E
Price$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
BGDVX vs CWIEX Comparison Chart in %
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BGDVX vs. CWIEX commentary
Jul 27, 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: 137B vs. BGDVX (1.16B). 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: 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 : 13.48 vs. BGDVX (12.00). CWIEX (53.28) and BGDVX (51.26) 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 | 8.919 | 14.849 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 137B | 1% |
| Annual Yield % from dividends | 0.25 | 1.25 | 20% |
| Returns for 1 year | 12.00 | 13.48 | 89% |
| Returns for 3 years | 44.52 | 51.35 | 87% |
| Returns for 5 years | 51.26 | 53.28 | 96% |
| Returns for 10 years | N/A | 80.39 | - |
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