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BIDVX vs CWIEX
BIDVX vs CWIEX Comparison
Open Charts BIDVX vs CWIEX
BlackRock GA Disciplined Vol Eq Instl
Price$14.68
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets1.16B
American Funds Capital World Gr&Inc 529E
Price$71.10
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
BIDVX vs CWIEX Comparison Chart in %
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BIDVX vs. CWIEX commentary
Aug 08, 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 CWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 135B vs. BIDVX (1.16B). BIDVX pays higher dividends than CWIEX: BIDVX (3.37) vs CWIEX (1.25). BIDVX was incepted earlier than CWIEX: BIDVX (7 years) vs CWIEX (23 years). CWIEX (1.00) is less costly to investors than BIDVX (0.70). BIDVX is a more actively managed with annual turnover of: 196.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than BIDVX: CWIEX (250) vs BIDVX (2000000). CWIEX annual gain was more profitable for investors over the last year : 16.09 vs. BIDVX (11.95). CWIEX (48.28) and BIDVX (46.15) have equivalent 5 years return.
| BIDVX | CWIEX | BIDVX / CWIEX | |
| Total Expense Ratio | 0.56 | 1.00 | 56% |
| Annual Report Gross Expense Ratio | 0.70 | 1.00 | 70% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 7.881 | 13.319 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 135B | 1% |
| Annual Yield % from dividends | 3.37 | 1.25 | 270% |
| Returns for 1 year | 11.95 | 16.09 | 74% |
| Returns for 3 years | 38.50 | 43.06 | 89% |
| Returns for 5 years | 46.15 | 48.28 | 96% |
| Returns for 10 years | N/A | 75.67 | - |
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