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BIBDX vs LVAGX
BIBDX vs LVAGX Comparison
Open Charts BIBDX vs LVAGX
BlackRock Global Dividend Instl
Price$12.78
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets1.03B
LSV Global Value Investor
Price$16.74
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets87.98M
BIBDX vs LVAGX Comparison Chart in %
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BIBDX vs. LVAGX commentary
Aug 20, 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: 1.03B vs. LVAGX (88M). LVAGX pays higher dividends than BIBDX: LVAGX (2.13) vs BIBDX (1.26). 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: 44.00 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 : 12.06 vs. BIBDX (-0.10). LVAGX return over 5 years is better than : 86.90 vs. BIBDX (15.94).
| 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 | 8.059 | 16.019 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 88M | 1,173% |
| Annual Yield % from dividends | 1.26 | 2.13 | 59% |
| Returns for 1 year | -0.10 | 12.06 | -1% |
| Returns for 3 years | 24.59 | 43.70 | 56% |
| Returns for 5 years | 15.94 | 86.90 | 18% |
| Returns for 10 years | 35.89 | 105.12 | 34% |
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