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BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
Open Charts BIBDX vs LSVGX
BlackRock Global Dividend Instl
Price$13.15
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets1.04B
LSV Global Value Institutional
Price$16.11
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets85.78M
BIBDX vs LSVGX Comparison Chart in %
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BIBDX vs. LSVGX commentary
Jul 04, 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: 1.04B vs. LSVGX (85.8M). LSVGX pays higher dividends than BIBDX: LSVGX (2.38) vs BIBDX (1.29). 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 : 13.29 vs. BIBDX (5.12). LSVGX return over 5 years is better than : 95.25 vs. BIBDX (24.77).
| 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 | 9.756 | 13.588 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 85.8M | 1,213% |
| Annual Yield % from dividends | 1.29 | 2.38 | 54% |
| Returns for 1 year | 5.12 | 13.29 | 39% |
| Returns for 3 years | 27.72 | 49.67 | 56% |
| Returns for 5 years | 24.77 | 95.25 | 26% |
| Returns for 10 years | 35.04 | 94.68 | 37% |
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