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BKBDX vs CWIFX
BKBDX vs CWIFX Comparison
Open Charts BKBDX vs CWIFX
BlackRock Global Dividend K
Price$11.91
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets889.8M
American Funds Capital World Gr&Inc 529F
Price$71.62
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
BKBDX vs CWIFX Comparison Chart in %
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BKBDX vs. CWIFX commentary
Dec 28, 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 BKBDX is a Hold and CWIFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. BKBDX (890M). CWIFX pays higher dividends than BKBDX: CWIFX (1.48) vs BKBDX (1.26). BKBDX was incepted earlier than CWIFX: BKBDX (10 years) vs CWIFX (23 years). CWIFX (0.86) is less costly to investors than BKBDX (0.71). BKBDX is a more actively managed with annual turnover of: 44.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than BKBDX: CWIFX (250) vs BKBDX (5000000). CWIFX annual gain was more profitable for investors over the last year : 12.48 vs. BKBDX (-0.94). CWIFX return over 5 years is better than : 34.75 vs. BKBDX (2.49).
| BKBDX | CWIFX | BKBDX / CWIFX | |
| Total Expense Ratio | 0.71 | 0.86 | 83% |
| Annual Report Gross Expense Ratio | 0.71 | 0.86 | 83% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 0.633 | 14.543 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 142B | 1% |
| Annual Yield % from dividends | 1.26 | 1.48 | 85% |
| Returns for 1 year | -0.94 | 12.48 | -8% |
| Returns for 3 years | 21.10 | 46.67 | 45% |
| Returns for 5 years | 2.49 | 34.75 | 7% |
| Returns for 10 years | N/A | 98.10 | - |
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