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BIDVX vs CWGCX
BIDVX vs CWGCX Comparison
Open Charts BIDVX vs CWGCX
BlackRock GA Disciplined Vol Eq Instl
Price$14.68
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets1.16B
American Funds Capital World Gr&Inc C
Price$70.58
Change+$0.18 (+0.26%)
VolumeN/A
Net Assets135.09B
BIDVX vs CWGCX Comparison Chart in %
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BIDVX vs. CWGCX commentary
Aug 08, 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: 135B vs. BIDVX (1.16B). BIDVX pays higher dividends than CWGCX: BIDVX (3.37) vs CWGCX (0.84). BIDVX was incepted earlier than CWGCX: BIDVX (7 years) vs CWGCX (24 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 : 15.52 vs. BIDVX (11.95). BIDVX return over 5 years is better than : 46.15 vs. CWGCX (42.47).
| 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 | 24 years | - |
| Gain YTD | 7.881 | 13.022 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 135B | 1% |
| Annual Yield % from dividends | 3.37 | 0.84 | 403% |
| Returns for 1 year | 11.95 | 15.52 | 77% |
| Returns for 3 years | 38.50 | 40.04 | 96% |
| Returns for 5 years | 46.15 | 42.47 | 109% |
| Returns for 10 years | N/A | 54.64 | - |
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