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BKBDX vs CWIFX
BKBDX vs CWIFX Comparison
Open Charts BKBDX vs CWIFX
BlackRock Global Dividend K
Price$12.88
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.03B
American Funds Capital World Gr&Inc 529F
Price$72.90
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.73B
BKBDX vs CWIFX Comparison Chart in %
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BKBDX vs. CWIFX commentary
Aug 29, 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 BKBDX is a Buy and CWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. BKBDX (1.03B). CWIFX pays higher dividends than BKBDX: CWIFX (1.60) vs BKBDX (1.34). BKBDX was incepted earlier than CWIFX: BKBDX (9 years) vs CWIFX (23 years). CWIFX (0.86) is less costly to investors than BKBDX (0.72). BKBDX is a more actively managed with annual turnover of: 44.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than BKBDX: CWIFX (250) vs BKBDX (5000000). CWIFX annual gain was more profitable for investors over the last year : 10.78 vs. BKBDX (-0.55). CWIFX return over 5 years is better than : 49.16 vs. BKBDX (14.83).
| BKBDX | CWIFX | BKBDX / CWIFX | |
| Total Expense Ratio | 0.72 | 0.86 | 84% |
| Annual Report Gross Expense Ratio | 0.72 | 0.86 | 84% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 8.346 | 16.240 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 137B | 1% |
| Annual Yield % from dividends | 1.34 | 1.60 | 83% |
| Returns for 1 year | -0.55 | 10.78 | -5% |
| Returns for 3 years | 31.06 | 51.66 | 60% |
| Returns for 5 years | 14.83 | 49.16 | 30% |
| Returns for 10 years | N/A | 101.55 | - |
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