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BIDVX vs CWGFX
BIDVX vs CWGFX Comparison
Open Charts BIDVX vs CWGFX
BlackRock GA Disciplined Vol Eq Instl
Price$14.20
Change+$0.08 (+0.57%)
VolumeN/A
Net Assets775.7M
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
BIDVX vs CWGFX Comparison Chart
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BIDVX vs. CWGFX commentary
Jan 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 Buy and CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. BIDVX (776M). BIDVX pays higher dividends than CWGFX: BIDVX (2.15) vs CWGFX (1.64). BIDVX was incepted earlier than CWGFX: BIDVX (6 years) vs CWGFX (24 years). BIDVX is a more actively managed with annual turnover of: 252.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than BIDVX: CWGFX (250) vs BIDVX (2000000). CWGFX annual gain was more profitable for investors over the last year : 10.89 vs. BIDVX (9.82). BIDVX return over 5 years is better than : 36.14 vs. CWGFX (27.58).
| BIDVX | CWGFX | BIDVX / CWGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 0.924 | 2.051 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 776M | 127B | 1% |
| Annual Yield % from dividends | 2.15 | 1.64 | 131% |
| Returns for 1 year | 9.82 | 10.89 | 90% |
| Returns for 3 years | 20.34 | 8.51 | 239% |
| Returns for 5 years | 36.14 | 27.58 | 131% |
| Returns for 10 years | N/A | 47.73 | - |
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