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BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
Open Charts BIBDX vs LSVGX
BlackRock Global Dividend Instl
Price$13.33
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets1.06B
LSV Global Value Institutional
Price$16.91
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets89.55M
BIBDX vs LSVGX Comparison Chart in %
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BIBDX vs. LSVGX commentary
Oct 01, 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 Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.06B vs. LSVGX (89.5M). LSVGX pays higher dividends than BIBDX: LSVGX (2.27) vs BIBDX (1.24). 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: 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 : 11.76 vs. BIBDX (0.85). LSVGX return over 5 years is better than : 98.22 vs. BIBDX (20.57).
| 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 | 12.193 | 19.604 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 89.5M | 1,185% |
| Annual Yield % from dividends | 1.24 | 2.27 | 54% |
| Returns for 1 year | 0.85 | 11.76 | 7% |
| Returns for 3 years | 52.28 | 72.80 | 72% |
| Returns for 5 years | 20.57 | 98.22 | 21% |
| Returns for 10 years | 43.08 | 123.85 | 35% |
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