Interact to see
Advertisement
Advertisement
BKBDX vs CWIEX
BKBDX vs CWIEX Comparison
Open Charts BKBDX vs CWIEX
BlackRock Global Dividend K
Price$12.25
Change-$1.11 (-8.31%)
VolumeN/A
Net Assets917.5M
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
BKBDX vs CWIEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BKBDX vs. CWIEX commentary
Feb 04, 2026
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 BKBDX is a Buy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. BKBDX (917M). BKBDX pays higher dividends than CWIEX: BKBDX (1.40) vs CWIEX (1.24). BKBDX was incepted earlier than CWIEX: BKBDX (10 years) vs CWIEX (24 years). CWIEX (1.00) is less costly to investors than BKBDX (0.71). BKBDX is a more actively managed with annual turnover of: 44.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than BKBDX: CWIEX (250) vs BKBDX (5000000). CWIEX annual gain was more profitable for investors over the last year : 15.93 vs. BKBDX (-0.29). CWIEX return over 5 years is better than : 31.71 vs. BKBDX (4.15).
| BKBDX | CWIEX | BKBDX / CWIEX | |
| Total Expense Ratio | 0.71 | 1.00 | 71% |
| Annual Report Gross Expense Ratio | 0.71 | 1.00 | 71% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 3.376 | 4.913 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 917M | 142B | 1% |
| Annual Yield % from dividends | 1.40 | 1.24 | 112% |
| Returns for 1 year | -0.29 | 15.93 | -2% |
| Returns for 3 years | 16.11 | 42.06 | 38% |
| Returns for 5 years | 4.15 | 31.71 | 13% |
| Returns for 10 years | N/A | 119.07 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement