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BGDVX vs RWIFX
BGDVX vs RWIFX Comparison
Open Charts BGDVX vs RWIFX
BlackRock GA Disciplined Volatility Eq K
Price$14.69
Change+$0.02 (+0.14%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$69.18
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
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BGDVX vs RWIFX Comparison Chart
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BGDVX vs. RWIFX commentary
Oct 18, 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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 129B vs. BGDVX (722M). BGDVX pays higher dividends than RWIFX: BGDVX (2.18) vs RWIFX (1.94). BGDVX was incepted earlier than RWIFX: BGDVX (7 years) vs RWIFX (22 years). BGDVX is a more actively managed with annual turnover of: 252.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than BGDVX: RWIFX (250) vs BGDVX (5000000). RWIFX (26.27) and BGDVX (25.37) have marching annual gain over last year. RWIFX return over 5 years is better than : 48.83 vs. BGDVX (45.36).
| BGDVX | RWIFX | BGDVX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 22 years | - |
| Gain YTD | 14.141 | 16.232 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 129B | 1% |
| Annual Yield % from dividends | 2.18 | 1.94 | 112% |
| Returns for 1 year | 25.37 | 26.27 | 97% |
| Returns for 3 years | 21.74 | 9.60 | 226% |
| Returns for 5 years | 45.36 | 48.83 | 93% |
| Returns for 10 years | N/A | 64.98 | - |
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