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BIDVX vs CWGFX
BIDVX vs CWGFX Comparison
Open Charts BIDVX vs CWGFX
BlackRock GA Disciplined Vol Eq Instl
Price$14.58
Change+$0.15 (+1.04%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F1
Price$67.69
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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BIDVX vs CWGFX Comparison Chart
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BIDVX vs. CWGFX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. BIDVX (687M). 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). BIDVX (24.82) and CWGFX (24.64) have marching annual gain over last year. CWGFX (45.58) and BIDVX (44.30) have equivalent 5 years return.
| 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 | 13.375 | 14.140 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 128B | 1% |
| Annual Yield % from dividends | 2.15 | 1.64 | 131% |
| Returns for 1 year | 24.82 | 24.64 | 101% |
| Returns for 3 years | 21.21 | 8.96 | 237% |
| Returns for 5 years | 44.30 | 45.58 | 97% |
| Returns for 10 years | N/A | 52.63 | - |
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