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BIBDX vs LVAGX
BIBDX vs LVAGX Comparison
Open Charts BIBDX vs LVAGX
BlackRock Global Dividend Instl
Price$13.33
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets1.06B
LSV Global Value Investor
Price$17.23
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets89.55M
BIBDX vs LVAGX Comparison Chart in %
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BIBDX vs. LVAGX commentary
Sep 30, 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 Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.06B vs. LVAGX (89.5M). LVAGX pays higher dividends than BIBDX: LVAGX (2.03) vs BIBDX (1.24). 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 : 11.54 vs. BIBDX (0.85). LVAGX return over 5 years is better than : 95.84 vs. BIBDX (20.57).
| 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 | 12.193 | 19.417 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 89.5M | 1,185% |
| Annual Yield % from dividends | 1.24 | 2.03 | 61% |
| Returns for 1 year | 0.85 | 11.54 | 7% |
| Returns for 3 years | 52.28 | 71.67 | 73% |
| Returns for 5 years | 20.57 | 95.84 | 21% |
| Returns for 10 years | 43.08 | 118.46 | 36% |
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