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BGDVX vs RWIEX
BGDVX vs RWIEX Comparison
Open Charts BGDVX vs RWIEX
BlackRock GA Disciplined Volatility Eq K
Price$15.51
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets1.07B
American Funds Capital World Gr&Inc R4
Price$70.90
Change+$0.25 (+0.35%)
VolumeN/A
Net Assets134.85B
BGDVX vs RWIEX Comparison Chart in %
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BGDVX vs. RWIEX commentary
Jul 02, 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: 135B vs. BGDVX (1.07B). RWIEX pays higher dividends than BGDVX: RWIEX (1.53) vs BGDVX (0.25). 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 (10.37) and RWIEX (9.96) have marching annual gain over last year. BGDVX return over 5 years is better than : 57.63 vs. RWIEX (52.73).
| 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 | 9.368 | 12.419 | 75% |
| 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 | 1.53 | 16% |
| Returns for 1 year | 10.37 | 9.96 | 104% |
| Returns for 3 years | 46.38 | 48.68 | 95% |
| Returns for 5 years | 57.63 | 52.73 | 109% |
| Returns for 10 years | N/A | 59.55 | - |
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