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BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
Open Charts BIBDX vs LSVGX
BlackRock Global Dividend Instl
Price$11.76
Change+$0.22 (+1.91%)
VolumeN/A
Net Assets937.91M
LSV Global Value Institutional
Price$14.22
Change+$0.22 (+1.57%)
VolumeN/A
Net Assets75.06M
BIBDX vs LSVGX Comparison Chart
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BIBDX vs. LSVGX commentary
Apr 25, 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: 938M vs. LSVGX (75.1M). 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 : 0.41 vs. BIBDX (-3.11). LSVGX return over 5 years is better than : 88.46 vs. BIBDX (17.86).
| 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 | -3.166 | -0.920 | 344% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 938M | 75.1M | 1,249% |
| Annual Yield % from dividends | 1.55 | 2.59 | 60% |
| Returns for 1 year | -3.11 | 0.41 | -767% |
| Returns for 3 years | 2.63 | 18.86 | 14% |
| Returns for 5 years | 17.86 | 88.46 | 20% |
| Returns for 10 years | 14.50 | 63.19 | 23% |
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