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BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
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BIBDX vs LSVGX Comparison Chart in %
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BIBDX vs. LSVGX commentary
Jun 15, 2026
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 Hold and LSVGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 848M vs. LSVGX (113M). LSVGX pays higher dividends than BIBDX: LSVGX (2.12) vs BIBDX (1.29). BIBDX was incepted earlier than LSVGX: BIBDX (18 years) vs LSVGX (12 years). LSVGX (1.01) is less costly to investors than BIBDX (0.80). BIBDX is a more actively managed with annual turnover of: 44.00 vs. LSVGX (15.00). 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 : 37.70 vs. BIBDX (0.79). LSVGX return over 5 years is better than : 72.57 vs. BIBDX (-3.68).
| BIBDX | LSVGX | BIBDX / LSVGX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 1.01 | 79% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 8.742 | 23.900 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 848M | 113M | 750% |
| Annual Yield % from dividends | 1.29 | 2.12 | 61% |
| Returns for 1 year | 0.79 | 37.70 | 2% |
| Returns for 3 years | 20.67 | 77.44 | 27% |
| Returns for 5 years | -3.68 | 72.57 | -5% |
| Returns for 10 years | 33.41 | 188.32 | 18% |
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