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BIDVX vs CWIEX
BIDVX vs CWIEX Comparison
Open Charts BIDVX vs CWIEX
BlackRock GA Disciplined Vol Eq Instl
Price$14.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.19B
American Funds Capital World Gr&Inc 529E
Price$72.74
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
BIDVX vs CWIEX Comparison Chart in %
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BIDVX vs. CWIEX commentary
Aug 30, 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: 137B vs. BIDVX (1.19B). BIDVX pays higher dividends than CWIEX: BIDVX (3.37) vs CWIEX (1.25). BIDVX was incepted earlier than CWIEX: BIDVX (7 years) vs CWIEX (24 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 : 10.35 vs. BIDVX (6.87). CWIEX (46.23) and BIDVX (44.26) 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 | 24 years | - |
| Gain YTD | 9.348 | 15.933 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 137B | 1% |
| Annual Yield % from dividends | 3.37 | 1.25 | 270% |
| Returns for 1 year | 6.87 | 10.35 | 66% |
| Returns for 3 years | 43.73 | 49.90 | 88% |
| Returns for 5 years | 44.26 | 46.23 | 96% |
| Returns for 10 years | N/A | 93.20 | - |
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