BGDVX
Price
$15.60
Change
+$0.09 (+0.58%)
Updated
Jul 3 closing price
Net Assets
1.09B
CWIFX
Price
$71.28
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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BGDVX vs CWIFX

Header iconBGDVX vs CWIFX Comparison
Open Charts BGDVX vs CWIFXBanner 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 529F
Price$71.28
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
BGDVX vs CWIFX Comparison Chart in %
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BGDVX vs. CWIFX 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 CWIFX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. BGDVX (1.09B). CWIFX pays higher dividends than BGDVX: CWIFX (1.60) vs BGDVX (0.25). BGDVX was incepted earlier than CWIFX: BGDVX (8 years) vs CWIFX (23 years). CWIFX (0.86) is less costly to investors than BGDVX (0.62). BGDVX is a more actively managed with annual turnover of: 169.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than BGDVX: CWIFX (250) vs BGDVX (5000000). BGDVX annual gain was more profitable for investors over the last year : 11.49 vs. CWIFX (9.49). BGDVX (58.67) and CWIFX (58.16) have equivalent 5 years return.
BGDVXCWIFXBGDVX / CWIFX
Total Expense Ratio0.510.8659%
Annual Report Gross Expense Ratio0.620.8672%
Fund Existence8 years23 years-
Gain YTD10.71713.65778%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.09B136B1%
Annual Yield % from dividends0.251.6015%
Returns for 1 year11.499.49121%
Returns for 3 years48.1952.3292%
Returns for 5 years58.6758.16101%
Returns for 10 yearsN/A87.92-
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