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BIDVX vs CWGFX
BIDVX vs CWGFX Comparison
Open Charts BIDVX vs CWGFX
BlackRock GA Disciplined Vol Eq Instl
Price$14.03
Change+$0.20 (+1.45%)
VolumeN/A
Net Assets814.04M
American Funds Capital World Gr&Inc F1
Price$60.68
Change+$1.10 (+1.85%)
VolumeN/A
Net Assets115.05B
BIDVX vs CWGFX Comparison Chart
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BIDVX vs. CWGFX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 115B vs. BIDVX (814M). CWGFX pays higher dividends than BIDVX: CWGFX (1.59) vs BIDVX (0.22). BIDVX was incepted earlier than CWGFX: BIDVX (6 years) vs CWGFX (24 years). CWGFX (0.80) is less costly to investors than BIDVX (0.70). BIDVX is a more actively managed with annual turnover of: 169.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than BIDVX: CWGFX (250) vs BIDVX (2000000). BIDVX annual gain was more profitable for investors over the last year : 2.15 vs. CWGFX (-4.23). CWGFX return over 5 years is better than : 46.90 vs. BIDVX (43.44).
| BIDVX | CWGFX | BIDVX / CWGFX | |
| Total Expense Ratio | 0.56 | 0.80 | 70% |
| Annual Report Gross Expense Ratio | 0.70 | 0.80 | 87% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -1.706 | -3.981 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 814M | 115B | 1% |
| Annual Yield % from dividends | 0.22 | 1.59 | 14% |
| Returns for 1 year | 2.15 | -4.23 | -51% |
| Returns for 3 years | 20.17 | 10.51 | 192% |
| Returns for 5 years | 43.44 | 46.90 | 93% |
| Returns for 10 years | N/A | 32.44 | - |
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