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BGDVX vs CWIFX
BGDVX vs CWIFX Comparison
Open Charts BGDVX vs CWIFX
BlackRock GA Disciplined Volatility Eq K
Price$15.60
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets1.09B
American Funds Capital World Gr&Inc 529F
Price$71.28
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
BGDVX vs CWIFX Comparison Chart in %
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BGDVX vs. CWIFX commentary
Jul 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 Buy and CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. BGDVX (1.09B). CWIFX pays higher dividends than BGDVX: CWIFX (1.60) 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 : 11.49 vs. CWIFX (9.49). BGDVX (58.67) and CWIFX (58.16) 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 | 10.717 | 13.657 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 136B | 1% |
| Annual Yield % from dividends | 0.25 | 1.60 | 15% |
| Returns for 1 year | 11.49 | 9.49 | 121% |
| Returns for 3 years | 48.19 | 52.32 | 92% |
| Returns for 5 years | 58.67 | 58.16 | 101% |
| Returns for 10 years | N/A | 87.92 | - |
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