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BIDVX vs CWGFX
BIDVX vs CWGFX Comparison
Open Charts BIDVX vs CWGFX
BlackRock GA Disciplined Vol Eq Instl
Price$14.48
Change-$0.08 (-0.55%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
BIDVX vs CWGFX Comparison Chart
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BIDVX vs. CWGFX commentary
Nov 18, 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 BIDVX is a StrongBuy and CWGFX is a Sell.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. BIDVX (741M). 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 (19.02) and BIDVX (18.84) have marching annual gain over last year. BIDVX return over 5 years is better than : 41.36 vs. CWGFX (38.62).
| 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 | 11.664 | 13.044 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 125B | 1% |
| Annual Yield % from dividends | 2.15 | 1.64 | 131% |
| Returns for 1 year | 18.84 | 19.02 | 99% |
| Returns for 3 years | 14.29 | 3.12 | 458% |
| Returns for 5 years | 41.36 | 38.62 | 107% |
| Returns for 10 years | N/A | 49.28 | - |