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BGDVX vs RWIEX
BGDVX vs RWIEX Comparison
Open Charts BGDVX vs RWIEX
BlackRock GA Disciplined Volatility Eq K
Price$14.65
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets820.98M
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
BGDVX vs RWIEX Comparison Chart
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BGDVX vs. RWIEX commentary
Feb 23, 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. BGDVX (821M). BGDVX pays higher dividends than RWIEX: BGDVX (2.18) vs RWIEX (1.68). BGDVX was incepted earlier than RWIEX: BGDVX (8 years) vs RWIEX (23 years). BGDVX is a more actively managed with annual turnover of: 252.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than BGDVX: RWIEX (250) vs BGDVX (5000000). BGDVX annual gain was more profitable for investors over the last year : 7.93 vs. RWIEX (7.09). BGDVX return over 5 years is better than : 41.20 vs. RWIEX (32.66).
| BGDVX | RWIEX | BGDVX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 3.974 | 4.325 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 128B | 1% |
| Annual Yield % from dividends | 2.18 | 1.68 | 129% |
| Returns for 1 year | 7.93 | 7.09 | 112% |
| Returns for 3 years | 29.99 | 16.55 | 181% |
| Returns for 5 years | 41.20 | 32.66 | 126% |
| Returns for 10 years | N/A | 44.62 | - |
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