BIBDX
Price
$12.82
Change
+$0.06 (+0.47%)
Updated
Jun 12 closing price
Net Assets
848.05M
CAXIX
Price
$21.55
Change
+$0.20 (+0.94%)
Updated
Jun 12 closing price
Net Assets
95.63M
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BIBDX vs CAXIX

Header iconBIBDX vs CAXIX Comparison
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BIBDX vs CAXIX Comparison Chart in %
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BIBDX vs. CAXIX commentary
Jun 15, 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 BIBDX is a Hold and CAXIX is a Buy.

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FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 848M vs. CAXIX (95.6M). BIBDX pays higher dividends than CAXIX: BIBDX (1.29) vs CAXIX (1.11). BIBDX was incepted earlier than CAXIX: BIBDX (18 years) vs CAXIX (12 years). CAXIX (1.37) is less costly to investors than BIBDX (0.80). BIBDX is a more actively managed with annual turnover of: 44.00 vs. CAXIX (30.00). CAXIX has a lower initial minimum investment than BIBDX: CAXIX (2500) vs BIBDX (2000000). CAXIX annual gain was more profitable for investors over the last year : 14.49 vs. BIBDX (0.79). CAXIX return over 5 years is better than : 35.15 vs. BIBDX (-3.68).
BIBDXCAXIXBIBDX / CAXIX
Total Expense Ratio0.800.9782%
Annual Report Gross Expense Ratio0.801.3758%
Fund Existence18 years12 years-
Gain YTD8.74211.08279%
Front LoadN/AN/A-
Min. Initial Investment2000000250080,000%
Min. Initial Investment IRAN/AN/A-
Net Assets848M95.6M887%
Annual Yield % from dividends1.291.11116%
Returns for 1 year0.7914.495%
Returns for 3 years20.6739.1753%
Returns for 5 years-3.6835.15-10%
Returns for 10 years33.41108.8631%
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