BGDVX
Price
$14.87
Change
+$0.01 (+0.07%)
Updated
Jul 25 closing price
Net Assets
1.16B
CWIFX
Price
$72.19
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
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BGDVX vs CWIFX

Header iconBGDVX vs CWIFX Comparison
Open Charts BGDVX vs CWIFXBanner 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 529F
Price$72.19
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
BGDVX vs CWIFX Comparison Chart in %
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BGDVX vs. CWIFX 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 CWIFX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. BGDVX (1.16B). 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: 196.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than BGDVX: CWIFX (250) vs BGDVX (5000000). CWIFX annual gain was more profitable for investors over the last year : 13.93 vs. BGDVX (12.00). CWIFX return over 5 years is better than : 56.36 vs. BGDVX (51.26).
BGDVXCWIFXBGDVX / CWIFX
Total Expense Ratio0.510.8659%
Annual Report Gross Expense Ratio0.620.8672%
Fund Existence8 years23 years-
Gain YTD8.91915.10859%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.16B137B1%
Annual Yield % from dividends0.251.6015%
Returns for 1 year12.0013.9386%
Returns for 3 years44.5253.1384%
Returns for 5 years51.2656.3691%
Returns for 10 yearsN/A88.17-
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