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BIBDX vs SEWIX
BIBDX vs SEWIX Comparison
Open Charts BIBDX vs SEWIX
BlackRock Global Dividend Instl
Price$13.52
Change+$0.13 (+0.97%)
VolumeN/A
Net Assets930.81M
NAA World Equity Income Instl
Price$18.87
Change+$0.23 (+1.23%)
VolumeN/A
Net Assets47.86M
BIBDX vs SEWIX Comparison Chart in %
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BIBDX vs. SEWIX commentary
Nov 28, 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 SEWIX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 931M vs. SEWIX (47.9M). SEWIX pays higher dividends than BIBDX: SEWIX (2.26) vs BIBDX (1.21). BIBDX was incepted earlier than SEWIX: BIBDX (18 years) vs SEWIX (15 years). SEWIX (1.24) is less costly to investors than BIBDX (0.80). SEWIX is a more actively managed with annual turnover of: 122.00 vs. BIBDX (44.00). BIBDX (2000000) and SEWIX (2000000) have matching initial minimum investment requirements. SEWIX annual gain was more profitable for investors over the last year : 9.28 vs. BIBDX (3.78). SEWIX return over 5 years is better than : 30.00 vs. BIBDX (16.96).
| BIBDX | SEWIX | BIBDX / SEWIX | |
| Total Expense Ratio | 0.80 | 0.92 | 87% |
| Annual Report Gross Expense Ratio | 0.80 | 1.24 | 65% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 14.367 | 20.639 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 47.9M | 1,944% |
| Annual Yield % from dividends | 1.21 | 2.26 | 54% |
| Returns for 1 year | 3.78 | 9.28 | 41% |
| Returns for 3 years | 34.51 | 41.27 | 84% |
| Returns for 5 years | 16.96 | 30.00 | 57% |
| Returns for 10 years | 36.76 | 74.66 | 49% |
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