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BGDVX vs CWIFX
BGDVX vs CWIFX Comparison
Open Charts BGDVX vs CWIFX
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 529F
Price$72.19
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
BGDVX vs CWIFX Comparison Chart in %
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BGDVX vs. CWIFX 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 CWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. BGDVX (1.15B). 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: 196.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than BGDVX: CWIFX (250) vs BGDVX (5000000). CWIFX annual gain was more profitable for investors over the last year : 13.93 vs. BGDVX (11.92). CWIFX return over 5 years is better than : 56.36 vs. BGDVX (51.16).
| BGDVX | CWIFX | BGDVX / CWIFX | |
| Total Expense Ratio | 0.51 | 0.86 | 59% |
| Annual Report Gross Expense Ratio | 0.62 | 0.86 | 72% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 8.846 | 15.108 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 137B | 1% |
| Annual Yield % from dividends | 0.25 | 1.60 | 15% |
| Returns for 1 year | 11.92 | 13.93 | 86% |
| Returns for 3 years | 44.42 | 53.13 | 84% |
| Returns for 5 years | 51.16 | 56.36 | 91% |
| Returns for 10 years | N/A | 88.17 | - |
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