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BIDVX vs CWIFX
BIDVX vs CWIFX Comparison
Open Charts BIDVX vs CWIFX
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 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
BIDVX vs CWIFX Comparison Chart
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BIDVX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. BIDVX (1.02B). CWIFX pays higher dividends than BIDVX: CWIFX (1.68) vs BIDVX (0.21). BIDVX was incepted earlier than CWIFX: BIDVX (7 years) vs CWIFX (23 years). CWIFX (0.86) is less costly to investors than BIDVX (0.70). BIDVX is a more actively managed with annual turnover of: 169.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than BIDVX: CWIFX (250) vs BIDVX (2000000). BIDVX annual gain was more profitable for investors over the last year : 10.27 vs. CWIFX (6.46). BIDVX (59.07) and CWIFX (57.58) have equivalent 5 years return.
| BIDVX | CWIFX | BIDVX / CWIFX | |
| Total Expense Ratio | 0.56 | 0.86 | 65% |
| Annual Report Gross Expense Ratio | 0.70 | 0.86 | 81% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 8.529 | 9.097 | 94% |
| 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 | 1.68 | 13% |
| Returns for 1 year | 10.27 | 6.46 | 159% |
| Returns for 3 years | 49.44 | 46.04 | 107% |
| Returns for 5 years | 59.07 | 57.58 | 103% |
| Returns for 10 years | N/A | 76.87 | - |
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