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BIDVX vs CWGFX
BIDVX vs CWGFX Comparison
Open Charts BIDVX vs CWGFX
BlackRock GA Disciplined Vol Eq Instl
Price$15.27
Change-$0.12 (-0.78%)
VolumeN/A
Net Assets1.02B
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
BIDVX vs CWGFX Comparison Chart
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BIDVX vs. CWGFX commentary
Jun 16, 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: 131B vs. BIDVX (1.02B). CWGFX pays higher dividends than BIDVX: CWGFX (1.49) vs BIDVX (0.21). 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: 169.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than BIDVX: CWGFX (250) vs BIDVX (2000000). BIDVX annual gain was more profitable for investors over the last year : 10.27 vs. CWGFX (6.27). BIDVX return over 5 years is better than : 59.07 vs. CWGFX (51.55).
| 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 | 8.529 | 8.990 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 131B | 1% |
| Annual Yield % from dividends | 0.21 | 1.49 | 14% |
| Returns for 1 year | 10.27 | 6.27 | 164% |
| Returns for 3 years | 49.44 | 43.82 | 113% |
| Returns for 5 years | 59.07 | 51.55 | 115% |
| Returns for 10 years | N/A | 51.77 | - |
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