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BIDVX vs CWGCX
BIDVX vs CWGCX Comparison
Open Charts BIDVX vs CWGCX
BlackRock GA Disciplined Vol Eq Instl
Price$15.00
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets1.21B
American Funds Capital World Gr&Inc C
Price$74.22
Change+$0.30 (+0.41%)
VolumeN/A
Net Assets140.8B
BIDVX vs CWGCX Comparison Chart in %
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BIDVX vs. CWGCX commentary
Sep 19, 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 BIDVX is a StrongBuy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. BIDVX (1.21B). BIDVX pays higher dividends than CWGCX: BIDVX (3.31) vs CWGCX (0.82). BIDVX was incepted earlier than CWGCX: BIDVX (7 years) vs CWGCX (25 years). CWGCX (1.49) is less costly to investors than BIDVX (0.70). BIDVX is a more actively managed with annual turnover of: 196.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than BIDVX: CWGCX (250) vs BIDVX (2000000). CWGCX annual gain was more profitable for investors over the last year : 13.36 vs. BIDVX (7.53). CWGCX (49.15) and BIDVX (47.87) have equivalent 5 years return.
| BIDVX | CWGCX | BIDVX / CWGCX | |
| Total Expense Ratio | 0.56 | 1.49 | 38% |
| Annual Report Gross Expense Ratio | 0.70 | 1.49 | 47% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 10.029 | 18.945 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 141B | 1% |
| Annual Yield % from dividends | 3.31 | 0.82 | 405% |
| Returns for 1 year | 7.53 | 13.36 | 56% |
| Returns for 3 years | 48.42 | 55.40 | 87% |
| Returns for 5 years | 47.87 | 49.15 | 97% |
| Returns for 10 years | N/A | 76.93 | - |