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BIDVX vs FWCGX
BIDVX vs FWCGX Comparison
Open Charts BIDVX vs FWCGX
BlackRock GA Disciplined Vol Eq Instl
Price$14.03
Change+$0.20 (+1.45%)
VolumeN/A
Net Assets814.04M
American Funds Capital World Gr&Inc529F3
Price$60.82
Change+$1.10 (+1.84%)
VolumeN/A
Net Assets115.05B
BIDVX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 115B vs. BIDVX (814M). FWCGX pays higher dividends than BIDVX: FWCGX (1.93) vs BIDVX (0.22). BIDVX was incepted earlier than FWCGX: BIDVX (6 years) vs FWCGX (4 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 : 2.15 vs. FWCGX (-3.91).
| BIDVX | FWCGX | BIDVX / FWCGX | |
| Total Expense Ratio | 0.56 | 0.47 | 119% |
| Annual Report Gross Expense Ratio | 0.70 | 0.47 | 149% |
| Fund Existence | 6 years | 4 years | - |
| Gain YTD | -1.706 | -3.889 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 814M | 115B | 1% |
| Annual Yield % from dividends | 0.22 | 1.93 | 12% |
| Returns for 1 year | 2.15 | -3.91 | -55% |
| Returns for 3 years | 20.17 | 13.50 | 149% |
| Returns for 5 years | 43.44 | N/A | - |
| Returns for 10 years | N/A | N/A | - |