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BIDVX vs FCWGX
BIDVX vs FCWGX Comparison
Open Charts BIDVX vs FCWGX
BlackRock GA Disciplined Vol Eq Instl
Price$15.57
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets1.09B
American Funds Capital World Gr&Inc529F2
Price$71.58
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
BIDVX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. BIDVX (1.09B). FCWGX pays higher dividends than BIDVX: FCWGX (1.68) vs BIDVX (0.21). BIDVX was incepted earlier than FCWGX: BIDVX (7 years) vs FCWGX (5 years). BIDVX (0.70) is less costly to investors than FCWGX (0.52). BIDVX is a more actively managed with annual turnover of: 169.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than BIDVX: FCWGX (250) vs BIDVX (2000000). BIDVX annual gain was more profitable for investors over the last year : 11.39 vs. FCWGX (9.61).
| BIDVX | FCWGX | BIDVX / FCWGX | |
| Total Expense Ratio | 0.56 | 0.52 | 108% |
| Annual Report Gross Expense Ratio | 0.70 | 0.52 | 135% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 10.661 | 13.697 | 78% |
| 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 | 1.68 | 12% |
| Returns for 1 year | 11.39 | 9.61 | 119% |
| Returns for 3 years | 39.59 | 52.90 | 75% |
| Returns for 5 years | 49.37 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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