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BIDVX vs RWIFX
BIDVX vs RWIFX Comparison
Open Charts BIDVX vs RWIFX
BlackRock GA Disciplined Vol Eq Instl
Price$14.03
Change+$0.20 (+1.45%)
VolumeN/A
Net Assets814.04M
American Funds Capital World Gr&Inc R5
Price$60.87
Change+$1.11 (+1.86%)
VolumeN/A
Net Assets115.05B
BIDVX vs RWIFX Comparison Chart
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BIDVX vs. RWIFX commentary
Apr 12, 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 Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 115B vs. BIDVX (814M). RWIFX pays higher dividends than BIDVX: RWIFX (1.93) vs BIDVX (0.22). BIDVX was incepted earlier than RWIFX: BIDVX (6 years) vs RWIFX (23 years). BIDVX (0.70) is less costly to investors than RWIFX (0.46). BIDVX is a more actively managed with annual turnover of: 169.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than BIDVX: RWIFX (250) vs BIDVX (2000000). BIDVX annual gain was more profitable for investors over the last year : 2.15 vs. RWIFX (-3.88). RWIFX return over 5 years is better than : 48.63 vs. BIDVX (43.44).
| BIDVX | RWIFX | BIDVX / RWIFX | |
| Total Expense Ratio | 0.56 | 0.46 | 122% |
| Annual Report Gross Expense Ratio | 0.70 | 0.46 | 152% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | -1.706 | -3.872 | 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 | -3.88 | -55% |
| Returns for 3 years | 20.17 | 11.42 | 177% |
| Returns for 5 years | 43.44 | 48.63 | 89% |
| Returns for 10 years | N/A | 34.05 | - |
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