BGDVX
Price
$13.27
Change
-$0.02 (-0.15%)
Updated
Apr 19, 6:59 PM EST
RWIEX
Price
$61.74
Change
-$0.50 (-0.80%)
Updated
Apr 19, 6:59 PM EST
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BGDVX vs RWIEX ᐉ Comparison: Which is Better to Invest?

Header iconBGDVX vs RWIEX Comparison
Open Charts BGDVX vs RWIEXBanner chart's image
BlackRock GA Disciplined Volatility Eq K
Price$13.27
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$61.74
Change-$0.50 (-0.80%)
VolumeN/A
CapitalizationN/A
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BGDVX vs RWIEX Comparison Chart

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VS
BGDVX vs. RWIEX commentary
Apr 21, 2024

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 Sell and RWIEX is a StrongSell.

FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 120B vs. BGDVX (422M). BGDVX pays higher dividends than RWIEX: BGDVX (2.18) vs RWIEX (1.68). BGDVX was incepted earlier than RWIEX: BGDVX (7 years) vs RWIEX (22 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). RWIEX annual gain was more profitable for investors over the last year : 14.13 vs. BGDVX (12.59). BGDVX return over 5 years is better than : 41.07 vs. RWIEX (34.34).
BGDVXRWIEXBGDVX / RWIEX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence7 years22 years-
Gain YTD3.1083.32593%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets422M120B0%
Annual Yield % from dividends2.181.68129%
Returns for 1 year12.5914.1389%
Returns for 3 years10.503.15334%
Returns for 5 years41.0734.34120%
Returns for 10 yearsN/A44.53-
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