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BIDVX vs CWIEX
BIDVX vs CWIEX Comparison
Open Charts BIDVX vs CWIEX
BlackRock GA Disciplined Vol Eq Instl
Price$15.29
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets1B
American Funds Capital World Gr&Inc 529E
Price$68.64
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
BIDVX vs CWIEX Comparison Chart
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BIDVX vs. CWIEX commentary
Jun 07, 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. BIDVX (1B). CWIEX pays higher dividends than BIDVX: CWIEX (1.31) vs BIDVX (0.21). 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: 169.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than BIDVX: CWIEX (250) vs BIDVX (2000000). BIDVX annual gain was more profitable for investors over the last year : 9.82 vs. CWIEX (6.07). BIDVX return over 5 years is better than : 53.48 vs. CWIEX (48.50).
| 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 | 8.244 | 8.911 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 131B | 1% |
| Annual Yield % from dividends | 0.21 | 1.31 | 16% |
| Returns for 1 year | 9.82 | 6.07 | 162% |
| Returns for 3 years | 38.81 | 30.20 | 129% |
| Returns for 5 years | 53.48 | 48.50 | 110% |
| Returns for 10 years | N/A | 70.80 | - |
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