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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
Aug 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 Buy and LSVGX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 853M vs. LSVGX (117M). LSVGX pays higher dividends than BIBDX: LSVGX (2.10) vs BIBDX (1.25). 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 : 34.05 vs. BIBDX (-3.47). LSVGX return over 5 years is better than : 80.10 vs. BIBDX (4.36).
| 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 | 4.285 | 28.062 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 853M | 117M | 729% |
| Annual Yield % from dividends | 1.25 | 2.10 | 59% |
| Returns for 1 year | -3.47 | 34.05 | -10% |
| Returns for 3 years | 13.97 | 78.49 | 18% |
| Returns for 5 years | 4.36 | 80.10 | 5% |
| Returns for 10 years | 19.57 | 177.22 | 11% |
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