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BIDVX vs CWIFX
BIDVX vs CWIFX Comparison
Open Charts BIDVX vs CWIFX
BlackRock GA Disciplined Vol Eq Instl
Price$15.00
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets1.21B
American Funds Capital World Gr&Inc 529F
Price$74.84
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.8B
BIDVX vs CWIFX Comparison Chart in %
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BIDVX vs. CWIFX commentary
Sep 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. BIDVX (1.21B). BIDVX pays higher dividends than CWIFX: BIDVX (3.31) vs CWIFX (1.57). 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: 196.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than BIDVX: CWIFX (250) vs BIDVX (2000000). CWIFX annual gain was more profitable for investors over the last year : 14.41 vs. BIDVX (7.53). CWIFX return over 5 years is better than : 58.05 vs. BIDVX (47.87).
| 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 | 10.029 | 19.692 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 141B | 1% |
| Annual Yield % from dividends | 3.31 | 1.57 | 211% |
| Returns for 1 year | 7.53 | 14.41 | 52% |
| Returns for 3 years | 48.42 | 60.32 | 80% |
| Returns for 5 years | 47.87 | 58.05 | 82% |
| Returns for 10 years | N/A | 109.35 | - |
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