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BIDVX vs RWIFX
BIDVX vs RWIFX Comparison
Open Charts BIDVX vs RWIFX
BlackRock GA Disciplined Vol Eq Instl
Price$14.58
Change+$0.15 (+1.04%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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BIDVX vs RWIFX Comparison Chart
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BIDVX vs. RWIFX commentary
Sep 21, 2024
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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. BIDVX (687M). BIDVX pays higher dividends than RWIFX: BIDVX (2.15) vs RWIFX (1.94). BIDVX was incepted earlier than RWIFX: BIDVX (6 years) vs RWIFX (22 years). BIDVX is a more actively managed with annual turnover of: 252.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than BIDVX: RWIFX (250) vs BIDVX (2000000). RWIFX (25.07) and BIDVX (24.82) have marching annual gain over last year. RWIFX return over 5 years is better than : 46.97 vs. BIDVX (44.30).
| BIDVX | RWIFX | BIDVX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 22 years | - |
| Gain YTD | 13.375 | 14.428 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 687M | 128B | 1% |
| Annual Yield % from dividends | 2.15 | 1.94 | 111% |
| Returns for 1 year | 24.82 | 25.07 | 99% |
| Returns for 3 years | 21.21 | 9.73 | 218% |
| Returns for 5 years | 44.30 | 46.97 | 94% |
| Returns for 10 years | N/A | 54.30 | - |
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