Ad is loading...
BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
Open Charts BIBDX vs LSVGX
BlackRock Global Dividend Instl
Price$11.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
LSV Global Value Institutional
Price$14.86
Change+$0.11 (+0.75%)
VolumeN/A
CapitalizationN/A
BIBDX vs LSVGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BIBDX vs. LSVGX commentary
Dec 23, 2024
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: 1.03B vs. LSVGX (77.5M). LSVGX pays higher dividends than BIBDX: LSVGX (2.48) vs BIBDX (1.90). BIBDX was incepted earlier than LSVGX: BIBDX (17 years) vs LSVGX (11 years). BIBDX is a more actively managed with annual turnover of: 53.00 vs. LSVGX (18.00). 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 : 10.59 vs. BIBDX (4.88). LSVGX return over 5 years is better than : 41.95 vs. BIBDX (3.91).
| BIBDX | LSVGX | BIBDX / LSVGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 3.541 | 9.668 | 37% |
| 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 | 77.5M | 1,330% |
| Annual Yield % from dividends | 1.90 | 2.48 | 76% |
| Returns for 1 year | 4.88 | 10.59 | 46% |
| Returns for 3 years | 2.48 | 19.33 | 13% |
| Returns for 5 years | 3.91 | 41.95 | 9% |
| Returns for 10 years | 23.70 | 79.05 | 30% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FMGGX | 49.05 | 0.62 | +1.29% |
| Franklin Small-Mid Cap Growth R6 | |||
| VIGRX | 214.83 | 2.24 | +1.05% |
| Vanguard Growth Index Investor | |||
| LMCRX | 33.33 | 0.28 | +0.85% |
| Lord Abbett Mid Cap Stock R3 | |||
| MGLVX | 8.91 | 0.05 | +0.56% |
| Mercer Global Low Volatility Equity Y3 | |||
| EUGAX | 24.35 | 0.03 | +0.12% |
| Morgan Stanley Europe Opportunity A | |||