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BIDVX vs CWIFX
BIDVX vs CWIFX Comparison
Open Charts BIDVX vs CWIFX
BlackRock GA Disciplined Vol Eq Instl
Price$14.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.16B
American Funds Capital World Gr&Inc 529F
Price$72.19
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
BIDVX vs CWIFX Comparison Chart in %
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BIDVX vs. CWIFX commentary
Jul 27, 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. BIDVX (1.16B). CWIFX pays higher dividends than BIDVX: CWIFX (1.60) 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: 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 : 13.93 vs. BIDVX (11.87). CWIFX return over 5 years is better than : 56.36 vs. BIDVX (50.83).
| 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 | 8.835 | 15.108 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 137B | 1% |
| Annual Yield % from dividends | 0.21 | 1.60 | 13% |
| Returns for 1 year | 11.87 | 13.93 | 85% |
| Returns for 3 years | 44.20 | 53.13 | 83% |
| Returns for 5 years | 50.83 | 56.36 | 90% |
| Returns for 10 years | N/A | 88.17 | - |
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