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BIDVX vs CWIFX
BIDVX vs CWIFX Comparison
Open Charts BIDVX vs CWIFX
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 529F
Price$64.76
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.56B
BIDVX vs CWIFX Comparison Chart
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BIDVX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 125B vs. BIDVX (943M). CWIFX pays higher dividends than BIDVX: CWIFX (1.78) vs BIDVX (0.22). BIDVX was incepted earlier than CWIFX: BIDVX (6 years) vs CWIFX (23 years). CWIFX (0.86) is less costly to investors than BIDVX (0.70). BIDVX is a more actively managed with annual turnover of: 169.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than BIDVX: CWIFX (250) vs BIDVX (2000000). BIDVX annual gain was more profitable for investors over the last year : 9.97 vs. CWIFX (2.39). BIDVX (59.35) and CWIFX (56.54) have equivalent 5 years return.
| BIDVX | CWIFX | BIDVX / CWIFX | |
| Total Expense Ratio | 0.56 | 0.86 | 65% |
| Annual Report Gross Expense Ratio | 0.70 | 0.86 | 81% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 5.899 | 2.705 | 218% |
| 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 | 1.78 | 12% |
| Returns for 1 year | 9.97 | 2.39 | 416% |
| Returns for 3 years | 41.51 | 33.51 | 124% |
| Returns for 5 years | 59.35 | 56.54 | 105% |
| Returns for 10 years | N/A | 64.07 | - |
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