Ad is loading...
BIBDX vs LVAGX
BIBDX vs LVAGX Comparison
Open Charts BIBDX vs LVAGX
BlackRock Global Dividend Instl
Price$11.39
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets926.98M
LSV Global Value Investor
Price$14.02
Change+$0.12 (+0.86%)
VolumeN/A
Net Assets73.72M
BIBDX vs LVAGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BIBDX vs. LVAGX commentary
Apr 19, 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 StrongBuy and LVAGX is a Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 927M vs. LVAGX (73.7M). LVAGX pays higher dividends than BIBDX: LVAGX (2.31) vs BIBDX (1.55). 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 : 0.41 vs. BIBDX (-2.09). LVAGX return over 5 years is better than : 80.42 vs. BIBDX (15.13).
| 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 | -4.089 | -2.774 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 73.7M | 1,258% |
| Annual Yield % from dividends | 1.55 | 2.31 | 67% |
| Returns for 1 year | -2.09 | 0.41 | -516% |
| Returns for 3 years | 0.39 | 13.72 | 3% |
| Returns for 5 years | 15.13 | 80.42 | 19% |
| Returns for 10 years | 15.28 | 57.53 | 27% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GLV | 5.18 | 0.06 | +1.16% |
| Clough Global Dividend and Income Fund | |||
| DFSD | 47.53 | 0.03 | +0.06% |
| Dimensional Short-Duration Fixed Inc ETF | |||
| IBTJ | 21.79 | N/A | N/A |
| iShares iBonds Dec 2029 Term Tr ETF | |||
| WBND | 19.67 | -0.01 | -0.08% |
| Western Asset Total Return ETF | |||
| RSST | 19.74 | -0.03 | -0.15% |
| Return Stacked® US Stocks & Mgd Futs ETF | |||