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BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
Open Charts BIBDX vs LSVGX
BlackRock Global Dividend Instl
Price$12.88
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets1.04B
LSV Global Value Institutional
Price$16.64
Change+$0.13 (+0.79%)
VolumeN/A
Net Assets88.76M
BIBDX vs LSVGX Comparison Chart in %
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BIBDX vs. LSVGX commentary
Sep 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 BIBDX is a Hold and LSVGX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.04B vs. LSVGX (88.8M). LSVGX pays higher dividends than BIBDX: LSVGX (2.27) vs BIBDX (1.24). BIBDX was incepted earlier than LSVGX: BIBDX (17 years) vs LSVGX (11 years). LSVGX (1.05) is less costly to investors than BIBDX (0.80). BIBDX is a more actively managed with annual turnover of: 44.00 vs. LSVGX (12.00). LSVGX has a lower initial minimum investment than BIBDX: LSVGX (100000) vs BIBDX (2000000). LSVGX annual gain was more profitable for investors over the last year : 14.72 vs. BIBDX (1.61). LSVGX return over 5 years is better than : 90.64 vs. BIBDX (17.29).
| BIBDX | LSVGX | BIBDX / LSVGX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 1.05 | 76% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 9.409 | 18.188 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 88.8M | 1,171% |
| Annual Yield % from dividends | 1.24 | 2.27 | 54% |
| Returns for 1 year | 1.61 | 14.72 | 11% |
| Returns for 3 years | 36.48 | 57.36 | 64% |
| Returns for 5 years | 17.29 | 90.64 | 19% |
| Returns for 10 years | 38.92 | 115.60 | 34% |
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