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BGDVX vs RWIAX
BGDVX vs RWIAX Comparison
Open Charts BGDVX vs RWIAX
BlackRock GA Disciplined Volatility Eq K
Price$14.69
Change+$0.02 (+0.14%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R1
Price$68.37
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
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BGDVX vs RWIAX Comparison Chart
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BGDVX vs. RWIAX 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 RWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 129B vs. BGDVX (722M). BGDVX pays higher dividends than RWIAX: BGDVX (2.18) vs RWIAX (1.04). BGDVX was incepted earlier than RWIAX: BGDVX (7 years) vs RWIAX (22 years). BGDVX is a more actively managed with annual turnover of: 252.00 vs. RWIAX (27.00). RWIAX has a lower initial minimum investment than BGDVX: RWIAX (250) vs BGDVX (5000000). BGDVX (25.37) and RWIAX (24.93) have marching annual gain over last year. BGDVX (45.36) and RWIAX (44.56) have equivalent 5 years return.
| BGDVX | RWIAX | BGDVX / RWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 22 years | - |
| Gain YTD | 14.141 | 15.266 | 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 | 1.04 | 209% |
| Returns for 1 year | 25.37 | 24.93 | 102% |
| Returns for 3 years | 21.74 | 7.24 | 300% |
| Returns for 5 years | 45.36 | 44.56 | 102% |
| Returns for 10 years | N/A | 59.53 | - |
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