BGDVX
Price
$13.27
Change
-$0.02 (-0.15%)
Updated
Apr 19, 6:59 PM EST
RWIFX
Price
$61.94
Change
-$0.50 (-0.80%)
Updated
Apr 19, 6:59 PM EST
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Compare predictions BGDVX vs RWIFX

Header iconBGDVX vs RWIFX Comparison
Open Charts BGDVX vs RWIFXBanner 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 R5
Price$61.94
Change-$0.50 (-0.80%)
VolumeN/A
CapitalizationN/A
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BGDVX vs RWIFX Comparison Chart

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VS
BGDVX vs. RWIFX commentary
Apr 20, 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 RWIFX is a StrongSell.

FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 119B vs. BGDVX (422M). 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 annual gain was more profitable for investors over the last year : 14.48 vs. BGDVX (12.59). BGDVX return over 5 years is better than : 41.07 vs. RWIFX (35.70).
BGDVXRWIFXBGDVX / RWIFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence7 years22 years-
Gain YTD3.1083.42391%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets422M119B0%
Annual Yield % from dividends2.181.94112%
Returns for 1 year12.5914.4887%
Returns for 3 years10.504.10256%
Returns for 5 years41.0735.70115%
Returns for 10 yearsN/A46.38-
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