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BKBDX vs CWIEX
BKBDX vs CWIEX Comparison
Open Charts BKBDX vs CWIEX
BKBDX vs CWIEX Comparison Chart in %
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BKBDX vs. CWIEX commentary
Sep 12, 2026
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 BKBDX is a Buy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. BKBDX (820M). BKBDX pays higher dividends than CWIEX: BKBDX (1.27) vs CWIEX (1.11). BKBDX was incepted earlier than CWIEX: BKBDX (10 years) vs CWIEX (25 years). CWIEX (1.00) is less costly to investors than BKBDX (0.71). BKBDX is a more actively managed with annual turnover of: 61.00 vs. CWIEX (44.00). CWIEX has a lower initial minimum investment than BKBDX: CWIEX (250) vs BKBDX (5000000). CWIEX annual gain was more profitable for investors over the last year : 11.20 vs. BKBDX (-8.56). CWIEX return over 5 years is better than : 33.86 vs. BKBDX (4.74).
| BKBDX | CWIEX | BKBDX / CWIEX | |
| Total Expense Ratio | 0.71 | 1.00 | 71% |
| Annual Report Gross Expense Ratio | 0.71 | 1.00 | 71% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 2.346 | 15.802 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 820M | 158B | 1% |
| Annual Yield % from dividends | 1.27 | 1.11 | 114% |
| Returns for 1 year | -8.56 | 11.20 | -76% |
| Returns for 3 years | 14.38 | 50.55 | 28% |
| Returns for 5 years | 4.74 | 33.86 | 14% |
| Returns for 10 years | 22.63 | 113.40 | 20% |
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