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BGDVX vs RWIHX
BGDVX vs RWIHX Comparison
Open Charts BGDVX vs RWIHX
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 R5E
Price$72.76
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets136.94B
BGDVX vs RWIHX Comparison Chart in %
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BGDVX vs. RWIHX 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 137B vs. BGDVX (1.2B). BGDVX pays higher dividends than RWIHX: BGDVX (3.37) vs RWIHX (1.61). BGDVX was incepted earlier than RWIHX: BGDVX (8 years) vs RWIHX (10 years). BGDVX (0.62) is less costly to investors than RWIHX (0.56). BGDVX is a more actively managed with annual turnover of: 196.00 vs. RWIHX (27.00). RWIHX has a lower initial minimum investment than BGDVX: RWIHX (250) vs BGDVX (5000000). RWIHX annual gain was more profitable for investors over the last year : 12.85 vs. BGDVX (7.29). BGDVX (47.74) and RWIHX (47.47) have equivalent 5 years return.
| BGDVX | RWIHX | BGDVX / RWIHX | |
| Total Expense Ratio | 0.51 | 0.56 | 91% |
| Annual Report Gross Expense Ratio | 0.62 | 0.56 | 111% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 9.505 | 15.802 | 60% |
| 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 | 1.61 | 210% |
| Returns for 1 year | 7.29 | 12.85 | 57% |
| Returns for 3 years | 47.79 | 54.14 | 88% |
| Returns for 5 years | 47.74 | 47.47 | 101% |
| Returns for 10 years | N/A | N/A | - |
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