BGDVX
Price
$15.60
Change
+$0.09 (+0.58%)
Updated
Jul 3 closing price
Net Assets
1.09B
CWIEX
Price
$71.17
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
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BGDVX vs CWIEX

Header iconBGDVX vs CWIEX Comparison
Open Charts BGDVX vs CWIEXBanner chart's image
BlackRock GA Disciplined Volatility Eq K
Price$15.60
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets1.09B
American Funds Capital World Gr&Inc 529E
Price$71.17
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
BGDVX vs CWIEX Comparison Chart in %
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BGDVX vs. CWIEX commentary
Jul 06, 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 BGDVX is a StrongBuy and CWIEX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 136B vs. BGDVX (1.09B). CWIEX pays higher dividends than BGDVX: CWIEX (1.25) vs BGDVX (0.25). BGDVX was incepted earlier than CWIEX: BGDVX (8 years) vs CWIEX (23 years). CWIEX (1.00) is less costly to investors than BGDVX (0.62). BGDVX is a more actively managed with annual turnover of: 169.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than BGDVX: CWIEX (250) vs BGDVX (5000000). BGDVX annual gain was more profitable for investors over the last year : 11.49 vs. CWIEX (9.06). BGDVX return over 5 years is better than : 58.67 vs. CWIEX (55.06).
BGDVXCWIEXBGDVX / CWIEX
Total Expense Ratio0.511.0051%
Annual Report Gross Expense Ratio0.621.0062%
Fund Existence8 years23 years-
Gain YTD10.71713.43180%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.09B136B1%
Annual Yield % from dividends0.251.2520%
Returns for 1 year11.499.06127%
Returns for 3 years48.1950.5795%
Returns for 5 years58.6755.06107%
Returns for 10 yearsN/A80.16-
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