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BGDVX vs RWIFX
BGDVX vs RWIFX Comparison
Open Charts BGDVX vs RWIFX
BlackRock GA Disciplined Volatility Eq K
Price$15.60
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets1.09B
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
BGDVX vs RWIFX Comparison Chart in %
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BGDVX vs. RWIFX commentary
Jul 06, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. BGDVX (1.09B). RWIFX pays higher dividends than BGDVX: RWIFX (1.72) vs BGDVX (0.25). BGDVX was incepted earlier than RWIFX: BGDVX (8 years) vs RWIFX (23 years). BGDVX (0.62) is less costly to investors than RWIFX (0.46). BGDVX is a more actively managed with annual turnover of: 169.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than BGDVX: RWIFX (250) vs BGDVX (5000000). BGDVX annual gain was more profitable for investors over the last year : 11.49 vs. RWIFX (9.68). BGDVX return over 5 years is better than : 58.67 vs. RWIFX (54.61).
| BGDVX | RWIFX | BGDVX / RWIFX | |
| Total Expense Ratio | 0.51 | 0.46 | 111% |
| Annual Report Gross Expense Ratio | 0.62 | 0.46 | 135% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 10.717 | 13.737 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 136B | 1% |
| Annual Yield % from dividends | 0.25 | 1.72 | 14% |
| Returns for 1 year | 11.49 | 9.68 | 119% |
| Returns for 3 years | 48.19 | 51.39 | 94% |
| Returns for 5 years | 58.67 | 54.61 | 107% |
| Returns for 10 years | N/A | 64.73 | - |
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