Interact to see
Advertisement
Advertisement
BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
Open Charts BIBDX vs LSVGX
BlackRock Global Dividend Instl
Price$13.05
Change-$0.08 (-0.61%)
VolumeN/A
Net Assets907.03M
LSV Global Value Institutional
Price$16.92
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets90.03M
BIBDX vs LSVGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BIBDX vs. LSVGX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 907M vs. LSVGX (90M). LSVGX pays higher dividends than BIBDX: LSVGX (2.20) vs BIBDX (1.21). BIBDX was incepted earlier than LSVGX: BIBDX (18 years) vs LSVGX (11 years). LSVGX (1.04) 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 : 13.93 vs. BIBDX (2.65). LSVGX return over 5 years is better than : 76.63 vs. BIBDX (10.38).
| BIBDX | LSVGX | BIBDX / LSVGX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 1.04 | 77% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 11.068 | 19.958 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 90M | 1,008% |
| Annual Yield % from dividends | 1.21 | 2.20 | 55% |
| Returns for 1 year | 2.65 | 13.93 | 19% |
| Returns for 3 years | 33.02 | 49.30 | 67% |
| Returns for 5 years | 10.38 | 76.63 | 14% |
| Returns for 10 years | 32.81 | 114.75 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement