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BIDVX vs CWGCX
BIDVX vs CWGCX Comparison
Open Charts BIDVX vs CWGCX
BlackRock GA Disciplined Vol Eq Instl
Price$14.41
Change-$0.23 (-1.57%)
VolumeN/A
Net Assets833.67M
American Funds Capital World Gr&Inc C
Price$62.92
Change-$1.63 (-2.53%)
VolumeN/A
Net Assets126.53B
BIDVX vs CWGCX Comparison Chart
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BIDVX vs. CWGCX commentary
Mar 11, 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 Hold and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 127B vs. BIDVX (834M). CWGCX pays higher dividends than BIDVX: CWGCX (0.90) vs BIDVX (0.22). BIDVX was incepted earlier than CWGCX: BIDVX (6 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: 169.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than BIDVX: CWGCX (250) vs BIDVX (2000000). BIDVX annual gain was more profitable for investors over the last year : 7.42 vs. CWGCX (0.81). BIDVX return over 5 years is better than : 61.51 vs. CWGCX (49.64).
| BIDVX | CWGCX | BIDVX / CWGCX | |
| Total Expense Ratio | 0.56 | 1.49 | 38% |
| Annual Report Gross Expense Ratio | 0.70 | 1.49 | 47% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 4.051 | 0.412 | 983% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 834M | 127B | 1% |
| Annual Yield % from dividends | 0.22 | 0.90 | 24% |
| Returns for 1 year | 7.42 | 0.81 | 913% |
| Returns for 3 years | 32.64 | 18.10 | 180% |
| Returns for 5 years | 61.51 | 49.64 | 124% |
| Returns for 10 years | N/A | 41.06 | - |