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BIBDX vs EPSYX
BIBDX vs EPSYX Comparison
Open Charts BIBDX vs EPSYX
BlackRock Global Dividend Instl
Price$11.39
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets931M
NYLI Epoch Global Equity Yield
Price$21.53
Change+$0.15 (+0.70%)
VolumeN/A
Net Assets710.86M
BIBDX vs EPSYX Comparison Chart
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BIBDX vs. EPSYX commentary
Apr 18, 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 BIBDX is a StrongBuy and EPSYX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 931M vs. EPSYX (711M). EPSYX pays higher dividends than BIBDX: EPSYX (2.35) vs BIBDX (1.55). BIBDX was incepted earlier than EPSYX: BIBDX (17 years) vs EPSYX (19 years). EPSYX (0.91) is less costly to investors than BIBDX (0.80). BIBDX is a more actively managed with annual turnover of: 50.00 vs. EPSYX (18.00). EPSYX has a lower initial minimum investment than BIBDX: EPSYX (1000000) vs BIBDX (2000000). EPSYX annual gain was more profitable for investors over the last year : 4.54 vs. BIBDX (-2.09). EPSYX return over 5 years is better than : 60.04 vs. BIBDX (15.13).
| BIBDX | EPSYX | BIBDX / EPSYX | |
| Total Expense Ratio | 0.80 | 0.84 | 95% |
| Annual Report Gross Expense Ratio | 0.80 | 0.91 | 88% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | -4.089 | -1.012 | 404% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 711M | 131% |
| Annual Yield % from dividends | 1.55 | 2.35 | 66% |
| Returns for 1 year | -2.09 | 4.54 | -46% |
| Returns for 3 years | 0.39 | 14.79 | 3% |
| Returns for 5 years | 15.13 | 60.04 | 25% |
| Returns for 10 years | 15.28 | 26.54 | 58% |
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