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BKBDX vs CWIFX
BKBDX vs CWIFX Comparison
Open Charts BKBDX vs CWIFX
BlackRock Global Dividend K
Price$12.68
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets1.02B
American Funds Capital World Gr&Inc 529F
Price$71.24
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
BKBDX vs CWIFX Comparison Chart in %
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BKBDX vs. CWIFX commentary
Aug 08, 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 Hold and CWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 135B vs. BKBDX (1.02B). 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: 50.00 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 : 16.57 vs. BKBDX (3.85). CWIFX return over 5 years is better than : 51.26 vs. BKBDX (15.78).
| 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 | 6.408 | 13.593 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 135B | 1% |
| Annual Yield % from dividends | 1.34 | 1.60 | 83% |
| Returns for 1 year | 3.85 | 16.57 | 23% |
| Returns for 3 years | 23.25 | 44.74 | 52% |
| Returns for 5 years | 15.78 | 51.26 | 31% |
| Returns for 10 years | N/A | 83.24 | - |
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