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BIDVX vs CWGFX
BIDVX vs CWGFX Comparison
Open Charts BIDVX vs CWGFX
BlackRock GA Disciplined Vol Eq Instl
Price$14.91
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.19B
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
BIDVX vs CWGFX Comparison Chart in %
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BIDVX vs. CWGFX commentary
Aug 18, 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 BIDVX is a StrongBuy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. BIDVX (1.19B). BIDVX pays higher dividends than CWGFX: BIDVX (3.37) vs CWGFX (1.42). BIDVX was incepted earlier than CWGFX: BIDVX (7 years) vs CWGFX (24 years). CWGFX (0.80) is less costly to investors than BIDVX (0.70). BIDVX is a more actively managed with annual turnover of: 196.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than BIDVX: CWGFX (250) vs BIDVX (2000000). CWGFX annual gain was more profitable for investors over the last year : 11.40 vs. BIDVX (8.83). BIDVX (47.48) and CWGFX (47.31) have equivalent 5 years return.
| BIDVX | CWGFX | BIDVX / CWGFX | |
| Total Expense Ratio | 0.56 | 0.80 | 70% |
| Annual Report Gross Expense Ratio | 0.70 | 0.80 | 87% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 9.348 | 15.446 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 137B | 1% |
| Annual Yield % from dividends | 3.37 | 1.42 | 237% |
| Returns for 1 year | 8.83 | 11.40 | 77% |
| Returns for 3 years | 37.43 | 41.09 | 91% |
| Returns for 5 years | 47.48 | 47.31 | 100% |
| Returns for 10 years | N/A | 64.09 | - |
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