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BIDVX vs CWIFX
BIDVX vs CWIFX Comparison
Open Charts BIDVX vs CWIFX
BlackRock GA Disciplined Vol Eq Instl
Price$15.46
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets1.1B
American Funds Capital World Gr&Inc 529F
Price$71.49
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets135.86B
BIDVX vs CWIFX Comparison Chart in %
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BIDVX vs. CWIFX commentary
Jul 11, 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. BIDVX (1.1B). CWIFX pays higher dividends than BIDVX: CWIFX (1.60) vs BIDVX (0.21). BIDVX was incepted earlier than CWIFX: BIDVX (7 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 : 10.03 vs. CWIFX (8.18). BIDVX (55.96) and CWIFX (55.46) 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 | 7 years | 23 years | - |
| Gain YTD | 10.092 | 13.992 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 136B | 1% |
| Annual Yield % from dividends | 0.21 | 1.60 | 13% |
| Returns for 1 year | 10.03 | 8.18 | 123% |
| Returns for 3 years | 46.99 | 54.49 | 86% |
| Returns for 5 years | 55.96 | 55.46 | 101% |
| Returns for 10 years | N/A | 85.13 | - |
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