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BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
Open Charts BIBDX vs LSVGX
BlackRock Global Dividend Instl
Price$12.13
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets995.27M
LSV Global Value Institutional
Price$14.64
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets78.19M
BIBDX vs LSVGX Comparison Chart
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BIBDX vs. LSVGX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 995M vs. LSVGX (78.2M). LSVGX pays higher dividends than BIBDX: LSVGX (2.59) vs BIBDX (1.55). 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 : 2.56 vs. BIBDX (0.23). LSVGX return over 5 years is better than : 116.00 vs. BIBDX (33.10).
| 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 | 1.172 | 2.972 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 995M | 78.2M | 1,272% |
| Annual Yield % from dividends | 1.55 | 2.59 | 60% |
| Returns for 1 year | 0.23 | 2.56 | 9% |
| Returns for 3 years | 4.26 | 19.77 | 22% |
| Returns for 5 years | 33.10 | 116.00 | 29% |
| Returns for 10 years | 24.31 | 74.42 | 33% |
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