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BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
Open Charts BIBDX vs LSVGX
BlackRock Global Dividend Instl
Price$12.53
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets1.06B
LSV Global Value Institutional
Price$14.73
Change+$0.09 (+0.61%)
VolumeN/A
Net Assets80.03M
BIBDX vs LSVGX Comparison Chart
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BIBDX vs. LSVGX commentary
Jan 24, 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 (80M). LSVGX pays higher dividends than BIBDX: LSVGX (2.48) vs BIBDX (1.90). BIBDX was incepted earlier than LSVGX: BIBDX (17 years) vs LSVGX (11 years). BIBDX is a more actively managed with annual turnover of: 53.00 vs. LSVGX (18.00). 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 : 12.56 vs. BIBDX (8.85). LSVGX return over 5 years is better than : 46.37 vs. BIBDX (7.33).
| BIBDX | LSVGX | BIBDX / LSVGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 4.854 | 4.246 | 114% |
| 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 | 80M | 1,324% |
| Annual Yield % from dividends | 1.90 | 2.48 | 76% |
| Returns for 1 year | 8.85 | 12.56 | 70% |
| Returns for 3 years | 8.85 | 21.06 | 42% |
| Returns for 5 years | 7.33 | 46.37 | 16% |
| Returns for 10 years | 28.30 | 82.66 | 34% |
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