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BGDVX vs RWIBX
BGDVX vs RWIBX Comparison
Open Charts BGDVX vs RWIBX
BlackRock GA Disciplined Volatility Eq K
Price$15.41
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets1.07B
American Funds Capital World Gr&Inc R2
Price$69.74
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets134.85B
BGDVX vs RWIBX Comparison Chart in %
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BGDVX vs. RWIBX commentary
Jul 01, 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 RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 135B vs. BGDVX (1.07B). RWIBX pays higher dividends than BGDVX: RWIBX (0.86) vs BGDVX (0.25). BGDVX was incepted earlier than RWIBX: BGDVX (8 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than BGDVX (0.62). BGDVX is a more actively managed with annual turnover of: 169.00 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 : 10.29 vs. RWIBX (8.81). BGDVX return over 5 years is better than : 60.81 vs. RWIBX (52.35).
| BGDVX | RWIBX | BGDVX / RWIBX | |
| Total Expense Ratio | 0.51 | 1.51 | 34% |
| Annual Report Gross Expense Ratio | 0.62 | 1.51 | 41% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 9.368 | 12.004 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 135B | 1% |
| Annual Yield % from dividends | 0.25 | 0.86 | 29% |
| Returns for 1 year | 10.29 | 8.81 | 117% |
| Returns for 3 years | 47.57 | 44.16 | 108% |
| Returns for 5 years | 60.81 | 52.35 | 116% |
| Returns for 10 years | N/A | 55.77 | - |
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