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BIDVX vs CWGFX
BIDVX vs CWGFX Comparison
Open Charts BIDVX vs CWGFX
BlackRock GA Disciplined Vol Eq Instl
Price$15.00
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets1.21B
American Funds Capital World Gr&Inc F1
Price$74.97
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.8B
BIDVX vs CWGFX Comparison Chart in %
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BIDVX vs. CWGFX commentary
Sep 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 StrongBuy and CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. BIDVX (1.21B). BIDVX pays higher dividends than CWGFX: BIDVX (3.31) vs CWGFX (1.39). BIDVX was incepted earlier than CWGFX: BIDVX (7 years) vs CWGFX (25 years). CWGFX (0.80) is less costly to investors than BIDVX (0.70). BIDVX is a more actively managed with annual turnover of: 196.00 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 : 14.19 vs. BIDVX (7.53). CWGFX return over 5 years is better than : 53.21 vs. BIDVX (47.87).
| BIDVX | CWGFX | BIDVX / CWGFX | |
| Total Expense Ratio | 0.56 | 0.80 | 70% |
| Annual Report Gross Expense Ratio | 0.70 | 0.80 | 87% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 10.029 | 19.515 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 141B | 1% |
| Annual Yield % from dividends | 3.31 | 1.39 | 238% |
| Returns for 1 year | 7.53 | 14.19 | 53% |
| Returns for 3 years | 48.42 | 58.48 | 83% |
| Returns for 5 years | 47.87 | 53.21 | 90% |
| Returns for 10 years | N/A | 81.85 | - |
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