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BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
Open Charts BIBDX vs LSVGX
BlackRock Global Dividend Instl
Price$13.48
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets934.51M
LSV Global Value Institutional
Price$17.13
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets90.35M
BIBDX vs LSVGX Comparison Chart in %
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BIBDX vs. LSVGX commentary
Oct 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 935M vs. LSVGX (90.3M). LSVGX pays higher dividends than BIBDX: LSVGX (2.22) vs BIBDX (1.19). BIBDX was incepted earlier than LSVGX: BIBDX (18 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 : 14.76 vs. BIBDX (3.01). LSVGX return over 5 years is better than : 90.42 vs. BIBDX (18.76).
| BIBDX | LSVGX | BIBDX / LSVGX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 1.05 | 76% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 13.521 | 20.594 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 90.3M | 1,035% |
| Annual Yield % from dividends | 1.19 | 2.22 | 53% |
| Returns for 1 year | 3.01 | 14.76 | 20% |
| Returns for 3 years | 44.15 | 61.41 | 72% |
| Returns for 5 years | 18.76 | 90.42 | 21% |
| Returns for 10 years | 35.97 | 116.57 | 31% |
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