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BIDVX vs FWCGX
BIDVX vs FWCGX Comparison
Open Charts BIDVX vs FWCGX
BlackRock GA Disciplined Vol Eq Instl
Price$15.29
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets1B
American Funds Capital World Gr&Inc529F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
BIDVX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. BIDVX (1B). FWCGX pays higher dividends than BIDVX: FWCGX (1.81) 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 : 9.82 vs. FWCGX (6.68).
| 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 | 8.244 | 9.164 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 131B | 1% |
| Annual Yield % from dividends | 0.21 | 1.81 | 12% |
| Returns for 1 year | 9.82 | 6.68 | 147% |
| Returns for 3 years | 38.81 | 32.36 | 120% |
| Returns for 5 years | 53.48 | N/A | - |
| Returns for 10 years | N/A | N/A | - |