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BGDVX vs RWIEX
BGDVX vs RWIEX Comparison
Open Charts BGDVX vs RWIEX
BlackRock GA Disciplined Volatility Eq K
Price$14.05
Change+$0.66 (+4.93%)
VolumeN/A
Net Assets784.94M
American Funds Capital World Gr&Inc R4
Price$60.55
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets109.46B
BGDVX vs RWIEX Comparison Chart
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BGDVX vs. RWIEX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 109B vs. BGDVX (785M). RWIEX pays higher dividends than BGDVX: RWIEX (1.63) vs BGDVX (0.26). BGDVX was incepted earlier than RWIEX: BGDVX (8 years) vs RWIEX (23 years). RWIEX (0.76) is less costly to investors than BGDVX (0.62). BGDVX is a more actively managed with annual turnover of: 169.00 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 : -2.00 vs. RWIEX (-10.88). BGDVX return over 5 years is better than : 47.38 vs. RWIEX (37.38).
| BGDVX | RWIEX | BGDVX / RWIEX | |
| Total Expense Ratio | 0.51 | 0.76 | 67% |
| Annual Report Gross Expense Ratio | 0.62 | 0.76 | 82% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -4.968 | -10.309 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 785M | 109B | 1% |
| Annual Yield % from dividends | 0.26 | 1.63 | 16% |
| Returns for 1 year | -2.00 | -10.88 | 18% |
| Returns for 3 years | 14.32 | 1.43 | 1,004% |
| Returns for 5 years | 47.38 | 37.38 | 127% |
| Returns for 10 years | N/A | 23.61 | - |
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