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BGDVX vs CWICX
BGDVX vs CWICX Comparison
Open Charts BGDVX vs CWICX
BlackRock GA Disciplined Volatility Eq K
Price$14.69
Change+$0.02 (+0.14%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc 529C
Price$68.71
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
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BGDVX vs CWICX Comparison Chart
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BGDVX vs. CWICX commentary
Oct 18, 2024
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 BGDVX is a StrongBuy and CWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 129B vs. BGDVX (722M). BGDVX pays higher dividends than CWICX: BGDVX (2.18) vs CWICX (0.97). BGDVX was incepted earlier than CWICX: BGDVX (7 years) vs CWICX (23 years). BGDVX is a more actively managed with annual turnover of: 252.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than BGDVX: CWICX (250) vs BGDVX (5000000). BGDVX (25.37) and CWICX (24.92) have marching annual gain over last year. CWICX (47.43) and BGDVX (45.36) have equivalent 5 years return.
| BGDVX | CWICX | BGDVX / CWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 14.141 | 15.260 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 129B | 1% |
| Annual Yield % from dividends | 2.18 | 0.97 | 223% |
| Returns for 1 year | 25.37 | 24.92 | 102% |
| Returns for 3 years | 21.74 | 8.56 | 254% |
| Returns for 5 years | 45.36 | 47.43 | 96% |
| Returns for 10 years | N/A | 73.29 | - |
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