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BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
Open Charts BIBDX vs LSVGX
BlackRock Global Dividend Instl
Price$12.76
Change-$0.15 (-1.16%)
VolumeN/A
Net Assets1.03B
LSV Global Value Institutional
Price$15.36
Change-$0.18 (-1.16%)
VolumeN/A
Net Assets83.42M
BIBDX vs LSVGX Comparison Chart
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BIBDX vs. LSVGX commentary
Jun 14, 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 Buy and LSVGX is a Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.03B vs. LSVGX (83.4M). LSVGX pays higher dividends than BIBDX: LSVGX (2.48) vs BIBDX (1.34). 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: 50.00 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 : 10.37 vs. BIBDX (4.75). LSVGX return over 5 years is better than : 89.05 vs. BIBDX (25.00).
| 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 | 8.330 | 9.979 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 83.4M | 1,240% |
| Annual Yield % from dividends | 1.34 | 2.48 | 54% |
| Returns for 1 year | 4.75 | 10.37 | 46% |
| Returns for 3 years | 28.43 | 42.45 | 67% |
| Returns for 5 years | 25.00 | 89.05 | 28% |
| Returns for 10 years | 31.29 | 84.30 | 37% |
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