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BIDVX vs CWIEX
BIDVX vs CWIEX Comparison
Open Charts BIDVX vs CWIEX
BlackRock GA Disciplined Vol Eq Instl
Price$14.83
Change-$0.07 (-0.47%)
VolumeN/A
Net Assets943.37M
American Funds Capital World Gr&Inc 529E
Price$64.64
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.56B
BIDVX vs CWIEX Comparison Chart
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BIDVX vs. CWIEX commentary
May 09, 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: 125B vs. BIDVX (943M). CWIEX pays higher dividends than BIDVX: CWIEX (1.38) vs BIDVX (0.22). BIDVX was incepted earlier than CWIEX: BIDVX (6 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 : 9.97 vs. CWIEX (2.00). BIDVX return over 5 years is better than : 59.35 vs. CWIEX (53.45).
| BIDVX | CWIEX | BIDVX / CWIEX | |
| Total Expense Ratio | 0.56 | 1.00 | 56% |
| Annual Report Gross Expense Ratio | 0.70 | 1.00 | 70% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 5.899 | 2.564 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 943M | 125B | 1% |
| Annual Yield % from dividends | 0.22 | 1.38 | 16% |
| Returns for 1 year | 9.97 | 2.00 | 497% |
| Returns for 3 years | 41.51 | 31.98 | 130% |
| Returns for 5 years | 59.35 | 53.45 | 111% |
| Returns for 10 years | N/A | 57.26 | - |
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