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BKBDX vs CWIFX
BKBDX vs CWIFX Comparison
Open Charts BKBDX vs CWIFX
BlackRock Global Dividend K
Price$13.37
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets930.9M
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
BKBDX vs CWIFX Comparison Chart in %
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BKBDX vs. CWIFX commentary
Oct 19, 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 Buy and CWIFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. BKBDX (931M). CWIFX pays higher dividends than BKBDX: CWIFX (1.53) vs BKBDX (1.26). BKBDX was incepted earlier than CWIFX: BKBDX (9 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 : 10.94 vs. BKBDX (1.10). CWIFX return over 5 years is better than : 55.22 vs. BKBDX (18.17).
| BKBDX | CWIFX | BKBDX / CWIFX | |
| Total Expense Ratio | 0.71 | 0.86 | 83% |
| Annual Report Gross Expense Ratio | 0.71 | 0.86 | 83% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 12.969 | 20.108 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 141B | 1% |
| Annual Yield % from dividends | 1.26 | 1.53 | 83% |
| Returns for 1 year | 1.10 | 10.94 | 10% |
| Returns for 3 years | 47.10 | 68.69 | 69% |
| Returns for 5 years | 18.17 | 55.22 | 33% |
| Returns for 10 years | N/A | 103.66 | - |