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BGDVX vs RWIBX
BGDVX vs RWIBX Comparison
Open Charts BGDVX vs RWIBX
BlackRock GA Disciplined Volatility Eq K
Price$14.42
Change-$0.07 (-0.48%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$63.63
Change-$1.07 (-1.65%)
VolumeN/A
CapitalizationN/A
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BGDVX vs RWIBX Comparison Chart
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BGDVX vs. RWIBX commentary
Sep 08, 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 RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 121B vs. BGDVX (652M). BGDVX pays higher dividends than RWIBX: BGDVX (2.18) vs RWIBX (1.05). BGDVX was incepted earlier than RWIBX: BGDVX (7 years) vs RWIBX (22 years). BGDVX is a more actively managed with annual turnover of: 252.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than BGDVX: RWIBX (250) vs BGDVX (5000000). BGDVX annual gain was more profitable for investors over the last year : 22.33 vs. RWIBX (16.41). BGDVX return over 5 years is better than : 43.64 vs. RWIBX (38.13).
| BGDVX | RWIBX | BGDVX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 22 years | - |
| Gain YTD | 12.587 | 9.757 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 121B | 1% |
| Annual Yield % from dividends | 2.18 | 1.05 | 208% |
| Returns for 1 year | 22.33 | 16.41 | 136% |
| Returns for 3 years | 17.07 | 0.02 | 78,784% |
| Returns for 5 years | 43.64 | 38.13 | 114% |
| Returns for 10 years | N/A | 41.96 | - |
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