BGDVX
Price
$14.87
Change
+$0.01 (+0.07%)
Updated
Jul 25 closing price
Net Assets
1.16B
CWIEX
Price
$72.06
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
Interact to see
Advertisement

BGDVX vs CWIEX

Header iconBGDVX vs CWIEX Comparison
Open Charts BGDVX vs CWIEXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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.
BGDVXCWIEXBGDVX / CWIEX
Total Expense Ratio0.511.0051%
Annual Report Gross Expense Ratio0.621.0062%
Fund Existence8 years23 years-
Gain YTD8.91914.84960%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.16B137B1%
Annual Yield % from dividends0.251.2520%
Returns for 1 year12.0013.4889%
Returns for 3 years44.5251.3587%
Returns for 5 years51.2653.2896%
Returns for 10 yearsN/A80.39-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
POWL248.378.21
+3.42%
Powell Industries
FMC43.210.92
+2.18%
FMC Corp
NEXN11.00-0.01
-0.09%
Nexxen International Ltd
RILYP5.99-0.14
-2.28%
B. Riley Financial
BDL32.78-1.33
-3.90%
Flanigan's Enterprises