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BIBDX vs LVAGX
BIBDX vs LVAGX Comparison
Open Charts BIBDX vs LVAGX
BlackRock Global Dividend Instl
Price$12.09
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets982.72M
LSV Global Value Investor
Price$14.93
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets78.41M
BIBDX vs LVAGX Comparison Chart
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BIBDX vs. LVAGX commentary
May 09, 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 LVAGX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 983M vs. LVAGX (78.4M). LVAGX pays higher dividends than BIBDX: LVAGX (2.33) vs BIBDX (1.40). BIBDX was incepted earlier than LVAGX: BIBDX (17 years) vs LVAGX (11 years). LVAGX (1.30) is less costly to investors than BIBDX (0.80). BIBDX is a more actively managed with annual turnover of: 50.00 vs. LVAGX (12.00). LVAGX has a lower initial minimum investment than BIBDX: LVAGX (1000) vs BIBDX (2000000). LVAGX annual gain was more profitable for investors over the last year : 3.24 vs. BIBDX (0.26). LVAGX return over 5 years is better than : 86.33 vs. BIBDX (22.52).
| BIBDX | LVAGX | BIBDX / LVAGX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.80 | 1.30 | 62% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 1.785 | 3.051 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 983M | 78.4M | 1,254% |
| Annual Yield % from dividends | 1.40 | 2.33 | 60% |
| Returns for 1 year | 0.26 | 3.24 | 8% |
| Returns for 3 years | 15.87 | 27.54 | 58% |
| Returns for 5 years | 22.52 | 86.33 | 26% |
| Returns for 10 years | 20.74 | 66.17 | 31% |
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