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BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
Open Charts BIBDX vs LSVGX
BlackRock Global Dividend Instl
Price$12.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.02B
LSV Global Value Institutional
Price$15.06
Change-$0.21 (-1.38%)
VolumeN/A
Net Assets82.08M
BIBDX vs LSVGX Comparison Chart
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BIBDX vs. LSVGX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.02B vs. LSVGX (82.1M). LSVGX pays higher dividends than BIBDX: LSVGX (2.61) vs BIBDX (1.40). 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 : 6.18 vs. BIBDX (1.50). LSVGX return over 5 years is better than : 97.89 vs. BIBDX (27.06).
| 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 | 5.561 | 8.068 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 82.1M | 1,236% |
| Annual Yield % from dividends | 1.40 | 2.61 | 54% |
| Returns for 1 year | 1.50 | 6.18 | 24% |
| Returns for 3 years | 18.35 | 34.18 | 54% |
| Returns for 5 years | 27.06 | 97.89 | 28% |
| Returns for 10 years | 24.72 | 76.98 | 32% |
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