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BGDVX vs CWIFX
BGDVX vs CWIFX Comparison
Open Charts BGDVX vs CWIFX
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 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
BGDVX vs CWIFX Comparison Chart
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BGDVX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. BGDVX (1.02B). CWIFX pays higher dividends than BGDVX: CWIFX (1.68) vs BGDVX (0.25). BGDVX was incepted earlier than CWIFX: BGDVX (8 years) vs CWIFX (23 years). CWIFX (0.86) is less costly to investors than BGDVX (0.62). BGDVX is a more actively managed with annual turnover of: 169.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than BGDVX: CWIFX (250) vs BGDVX (5000000). BGDVX annual gain was more profitable for investors over the last year : 10.30 vs. CWIFX (6.46). BGDVX (59.40) and CWIFX (57.58) have equivalent 5 years return.
| BGDVX | CWIFX | BGDVX / CWIFX | |
| Total Expense Ratio | 0.51 | 0.86 | 59% |
| Annual Report Gross Expense Ratio | 0.62 | 0.86 | 72% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 8.517 | 9.097 | 94% |
| 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 | 1.68 | 15% |
| Returns for 1 year | 10.30 | 6.46 | 159% |
| Returns for 3 years | 49.66 | 46.04 | 108% |
| Returns for 5 years | 59.40 | 57.58 | 103% |
| Returns for 10 years | N/A | 76.87 | - |
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