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BGDVX vs CWIEX
BGDVX vs CWIEX Comparison
Open Charts BGDVX vs CWIEX
BlackRock GA Disciplined Volatility Eq K
Price$15.29
Change-$0.13 (-0.84%)
VolumeN/A
Net Assets1.02B
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
BGDVX vs CWIEX Comparison Chart
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BGDVX vs. CWIEX commentary
Jun 16, 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: 131B vs. BGDVX (1.02B). CWIEX pays higher dividends than BGDVX: CWIEX (1.31) 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 : 10.30 vs. CWIEX (6.05). BGDVX return over 5 years is better than : 59.40 vs. CWIEX (54.48).
| 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 | 8.517 | 8.904 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 131B | 1% |
| Annual Yield % from dividends | 0.25 | 1.31 | 19% |
| Returns for 1 year | 10.30 | 6.05 | 170% |
| Returns for 3 years | 49.66 | 44.36 | 112% |
| Returns for 5 years | 59.40 | 54.48 | 109% |
| Returns for 10 years | N/A | 69.54 | - |
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