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BIBDX vs IEVAX
BIBDX vs IEVAX Comparison
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BIBDX vs IEVAX Comparison Chart in %
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BIBDX vs. IEVAX commentary
Aug 23, 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 StrongBuy and IEVAX is a Hold.
FUNDAMENTALS
Fundamentals
IEVAX has more cash in the bank: 922M vs. BIBDX (842M). IEVAX pays higher dividends than BIBDX: IEVAX (3.02) vs BIBDX (1.25). BIBDX was incepted earlier than IEVAX: BIBDX (18 years) vs IEVAX (31 years). IEVAX (1.12) is less costly to investors than BIBDX (0.80). IEVAX is a more actively managed with annual turnover of: 63.00 vs. BIBDX (44.00). IEVAX has a lower initial minimum investment than BIBDX: IEVAX (2000) vs BIBDX (2000000). IEVAX annual gain was more profitable for investors over the last year : 11.12 vs. BIBDX (-2.89). IEVAX return over 5 years is better than : 22.74 vs. BIBDX (5.42).
| BIBDX | IEVAX | BIBDX / IEVAX | |
| Total Expense Ratio | 0.80 | 1.12 | 71% |
| Annual Report Gross Expense Ratio | 0.80 | 1.12 | 71% |
| Fund Existence | 18 years | 31 years | - |
| Gain YTD | 3.859 | 12.086 | 32% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 2000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 842M | 922M | 91% |
| Annual Yield % from dividends | 1.25 | 3.02 | 41% |
| Returns for 1 year | -2.89 | 11.12 | -26% |
| Returns for 3 years | 16.40 | 37.55 | 44% |
| Returns for 5 years | 5.42 | 22.74 | 24% |
| Returns for 10 years | 19.08 | 48.65 | 39% |
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