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BIDVX vs CWGFX
BIDVX vs CWGFX Comparison
Open Charts BIDVX vs CWGFX
BlackRock GA Disciplined Vol Eq Instl
Price$14.63
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets820.98M
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
BIDVX vs CWGFX Comparison Chart
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BIDVX vs. CWGFX commentary
Feb 23, 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: 128B vs. BIDVX (821M). 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 annual gain was more profitable for investors over the last year : 7.90 vs. CWGFX (7.04). BIDVX return over 5 years is better than : 40.88 vs. CWGFX (32.49).
| 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 | 3.980 | 4.307 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 128B | 1% |
| Annual Yield % from dividends | 2.15 | 1.64 | 131% |
| Returns for 1 year | 7.90 | 7.04 | 112% |
| Returns for 3 years | 29.78 | 16.46 | 181% |
| Returns for 5 years | 40.88 | 32.49 | 126% |
| Returns for 10 years | N/A | 44.44 | - |
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