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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
Jul 26, 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 Buy and LSVGX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 812M vs. LSVGX (112M). LSVGX pays higher dividends than BIBDX: LSVGX (2.13) vs BIBDX (1.30). 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 : 31.89 vs. BIBDX (-7.56). LSVGX return over 5 years is better than : 77.57 vs. BIBDX (0.75).
| 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 | -0.827 | 23.246 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 812M | 112M | 725% |
| Annual Yield % from dividends | 1.30 | 2.13 | 61% |
| Returns for 1 year | -7.56 | 31.89 | -24% |
| Returns for 3 years | 6.21 | 69.18 | 9% |
| Returns for 5 years | 0.75 | 77.57 | 1% |
| Returns for 10 years | 15.18 | 173.34 | 9% |
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