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BIDVX vs FWCGX
BIDVX vs FWCGX Comparison
Open Charts BIDVX vs FWCGX
BlackRock GA Disciplined Vol Eq Instl
Price$15.46
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets1.1B
American Funds Capital World Gr&Inc529F3
Price$71.77
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets135.86B
BIDVX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. BIDVX (1.1B). FWCGX pays higher dividends than BIDVX: FWCGX (1.73) vs BIDVX (0.21). BIDVX was incepted earlier than FWCGX: BIDVX (7 years) vs FWCGX (5 years). BIDVX (0.70) is less costly to investors than FWCGX (0.47). BIDVX is a more actively managed with annual turnover of: 169.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than BIDVX: FWCGX (250) vs BIDVX (2000000). BIDVX annual gain was more profitable for investors over the last year : 10.03 vs. FWCGX (8.35).
| BIDVX | FWCGX | BIDVX / FWCGX | |
| Total Expense Ratio | 0.56 | 0.47 | 119% |
| Annual Report Gross Expense Ratio | 0.70 | 0.47 | 149% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 10.092 | 14.066 | 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 | 1.73 | 12% |
| Returns for 1 year | 10.03 | 8.35 | 120% |
| Returns for 3 years | 46.99 | 55.25 | 85% |
| Returns for 5 years | 55.96 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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