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BIDVX vs CWIFX
BIDVX vs CWIFX Comparison
Open Charts BIDVX vs CWIFX
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 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
BIDVX vs CWIFX Comparison Chart in %
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BIDVX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. BIDVX (1.19B). BIDVX pays higher dividends than CWIFX: BIDVX (3.37) vs CWIFX (1.60). 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: 196.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than BIDVX: CWIFX (250) vs BIDVX (2000000). CWIFX annual gain was more profitable for investors over the last year : 11.58 vs. BIDVX (8.83). CWIFX return over 5 years is better than : 52.56 vs. BIDVX (47.48).
| 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 | 9.348 | 15.587 | 60% |
| 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 | 1.60 | 210% |
| Returns for 1 year | 8.83 | 11.58 | 76% |
| Returns for 3 years | 37.43 | 43.22 | 87% |
| Returns for 5 years | 47.48 | 52.56 | 90% |
| Returns for 10 years | N/A | 89.56 | - |
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