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BGDVX vs RWIEX
BGDVX vs RWIEX Comparison
Open Charts BGDVX vs RWIEX
BlackRock GA Disciplined Volatility Eq K
Price$14.17
Change+$0.08 (+0.57%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$64.21
Change+$0.45 (+0.71%)
VolumeN/A
CapitalizationN/A
BGDVX vs RWIEX Comparison Chart
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BGDVX vs. RWIEX commentary
Jan 07, 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. BGDVX (751M). 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 : 11.44 vs. RWIEX (9.75). BGDVX return over 5 years is better than : 39.17 vs. RWIEX (28.35).
| 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 | 0.568 | 0.647 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 751M | 125B | 1% |
| Annual Yield % from dividends | 2.18 | 1.68 | 129% |
| Returns for 1 year | 11.44 | 9.75 | 117% |
| Returns for 3 years | 17.40 | 3.76 | 463% |
| Returns for 5 years | 39.17 | 28.35 | 138% |
| Returns for 10 years | N/A | 50.39 | - |