BGDVX
Price
$14.87
Change
+$0.01 (+0.07%)
Updated
Jul 25 closing price
Net Assets
1.15B
CWIEX
Price
$72.06
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.3B
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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$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.15B
American Funds Capital World Gr&Inc 529E
Price$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
BGDVX vs CWIEX Comparison Chart in %
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BGDVX vs. CWIEX commentary
Jul 26, 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 Buy and CWIEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. BGDVX (1.15B). 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: 196.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than BGDVX: CWIEX (250) vs BGDVX (5000000). CWIEX annual gain was more profitable for investors over the last year : 13.48 vs. BGDVX (11.92). CWIEX (53.28) and BGDVX (51.16) have equivalent 5 years return.
BGDVXCWIEXBGDVX / CWIEX
Total Expense Ratio0.511.0051%
Annual Report Gross Expense Ratio0.621.0062%
Fund Existence8 years23 years-
Gain YTD8.84614.84960%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.15B137B1%
Annual Yield % from dividends0.251.2520%
Returns for 1 year11.9213.4888%
Returns for 3 years44.4251.3587%
Returns for 5 years51.1653.2896%
Returns for 10 yearsN/A80.39-
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