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BGDVX vs CWIFX
BGDVX vs CWIFX Comparison
Open Charts BGDVX vs CWIFX
BlackRock GA Disciplined Volatility Eq K
Price$14.94
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.19B
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
BGDVX vs CWIFX Comparison Chart in %
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BGDVX vs. CWIFX commentary
Aug 17, 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: 137B vs. BGDVX (1.19B). BGDVX pays higher dividends than CWIFX: BGDVX (3.43) vs CWIFX (1.60). 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 : 11.58 vs. BGDVX (8.96). CWIFX return over 5 years is better than : 52.56 vs. BGDVX (47.91).
| 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 | 9.432 | 15.587 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 137B | 1% |
| Annual Yield % from dividends | 3.43 | 1.60 | 214% |
| Returns for 1 year | 8.96 | 11.58 | 77% |
| Returns for 3 years | 37.74 | 43.22 | 87% |
| Returns for 5 years | 47.91 | 52.56 | 91% |
| Returns for 10 years | N/A | 89.56 | - |
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