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BIBDX vs LVAGX
BIBDX vs LVAGX Comparison
Open Charts BIBDX vs LVAGX
BlackRock Global Dividend Instl
Price$13.34
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets930.9M
LSV Global Value Investor
Price$17.14
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets89.3M
BIBDX vs LVAGX Comparison Chart in %
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BIBDX vs. LVAGX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 931M vs. LVAGX (89.3M). LVAGX pays higher dividends than BIBDX: LVAGX (1.99) vs BIBDX (1.19). BIBDX was incepted earlier than LVAGX: BIBDX (18 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 : 11.17 vs. BIBDX (1.02). LVAGX return over 5 years is better than : 87.02 vs. BIBDX (17.67).
| BIBDX | LVAGX | BIBDX / LVAGX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.80 | 1.30 | 62% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 12.845 | 18.863 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 89.3M | 1,043% |
| Annual Yield % from dividends | 1.19 | 1.99 | 60% |
| Returns for 1 year | 1.02 | 11.17 | 9% |
| Returns for 3 years | 46.74 | 62.83 | 74% |
| Returns for 5 years | 17.67 | 87.02 | 20% |
| Returns for 10 years | 37.22 | 107.97 | 34% |