BGDVX
Price
$13.27
Change
-$0.02 (-0.15%)
Updated
Apr 19, 6:59 PM EST
RWIBX
Price
$60.99
Change
-$0.49 (-0.80%)
Updated
Apr 19, 6:59 PM EST
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Analysis and predictions BGDVX vs RWIBX

Header iconBGDVX vs RWIBX Comparison
Open Charts BGDVX vs RWIBXBanner chart's image
BlackRock GA Disciplined Volatility Eq K
Price$13.27
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$60.99
Change-$0.49 (-0.80%)
VolumeN/A
CapitalizationN/A
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BGDVX vs RWIBX Comparison Chart

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VS
BGDVX vs. RWIBX commentary
Apr 21, 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 Hold and RWIBX is a StrongBuy.

FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 119B vs. BGDVX (422M). 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). RWIBX annual gain was more profitable for investors over the last year : 13.26 vs. BGDVX (12.59). BGDVX return over 5 years is better than : 41.07 vs. RWIBX (31.01).
BGDVXRWIBXBGDVX / RWIBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence7 years22 years-
Gain YTD3.1083.094100%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets422M119B0%
Annual Yield % from dividends2.181.05208%
Returns for 1 year12.5913.2695%
Returns for 3 years10.500.781,342%
Returns for 5 years41.0731.01132%
Returns for 10 yearsN/A39.89-
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