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BGDVX vs CWIEX
BGDVX vs CWIEX Comparison
Open Charts BGDVX vs CWIEX
BlackRock GA Disciplined Volatility Eq K
Price$14.95
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.2B
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
BGDVX vs CWIEX Comparison Chart in %
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BGDVX vs. CWIEX commentary
Sep 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 StrongBuy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. BGDVX (1.2B). BGDVX pays higher dividends than CWIEX: BGDVX (3.37) vs CWIEX (1.22). BGDVX was incepted earlier than CWIEX: BGDVX (8 years) vs CWIEX (24 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 : 12.87 vs. BGDVX (7.29). CWIEX (49.15) and BGDVX (47.74) 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 | 24 years | - |
| Gain YTD | 9.505 | 15.997 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 137B | 1% |
| Annual Yield % from dividends | 3.37 | 1.22 | 276% |
| Returns for 1 year | 7.29 | 12.87 | 57% |
| Returns for 3 years | 47.79 | 54.44 | 88% |
| Returns for 5 years | 47.74 | 49.15 | 97% |
| Returns for 10 years | N/A | 94.28 | - |
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