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BIDVX vs CWIEX
BIDVX vs CWIEX Comparison
Open Charts BIDVX vs CWIEX
BlackRock GA Disciplined Vol Eq Instl
Price$15.57
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets1.09B
American Funds Capital World Gr&Inc 529E
Price$71.17
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
BIDVX vs CWIEX Comparison Chart in %
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BIDVX vs. CWIEX commentary
Jul 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 BIDVX is a Buy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 136B vs. BIDVX (1.09B). CWIEX pays higher dividends than BIDVX: CWIEX (1.25) vs BIDVX (0.21). BIDVX was incepted earlier than CWIEX: BIDVX (7 years) vs CWIEX (23 years). CWIEX (1.00) is less costly to investors than BIDVX (0.70). BIDVX is a more actively managed with annual turnover of: 169.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than BIDVX: CWIEX (250) vs BIDVX (2000000). BIDVX annual gain was more profitable for investors over the last year : 11.39 vs. CWIEX (9.06). CWIEX return over 5 years is better than : 55.06 vs. BIDVX (49.37).
| BIDVX | CWIEX | BIDVX / CWIEX | |
| Total Expense Ratio | 0.56 | 1.00 | 56% |
| Annual Report Gross Expense Ratio | 0.70 | 1.00 | 70% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 10.661 | 13.431 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 136B | 1% |
| Annual Yield % from dividends | 0.21 | 1.25 | 17% |
| Returns for 1 year | 11.39 | 9.06 | 126% |
| Returns for 3 years | 39.59 | 50.57 | 78% |
| Returns for 5 years | 49.37 | 55.06 | 90% |
| Returns for 10 years | N/A | 80.16 | - |
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