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BIBDX vs SEWIX
BIBDX vs SEWIX Comparison
Open Charts BIBDX vs SEWIX
BlackRock Global Dividend Instl
Price$11.54
Change+$0.10 (+0.87%)
VolumeN/A
Net Assets929.67M
NAA World Equity Income Instl
Price$15.66
Change+$0.14 (+0.90%)
VolumeN/A
Net Assets43.32M
BIBDX vs SEWIX Comparison Chart
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BIBDX vs. SEWIX commentary
Apr 25, 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: 930M vs. SEWIX (43.3M). SEWIX pays higher dividends than BIBDX: SEWIX (2.32) vs BIBDX (1.55). BIBDX was incepted earlier than SEWIX: BIBDX (17 years) vs SEWIX (14 years). SEWIX (1.24) is less costly to investors than BIBDX (0.80). SEWIX is a more actively managed with annual turnover of: 156.00 vs. BIBDX (50.00). BIBDX (2000000) and SEWIX (2000000) have matching initial minimum investment requirements. SEWIX annual gain was more profitable for investors over the last year : -0.82 vs. BIBDX (-3.95). SEWIX return over 5 years is better than : 34.12 vs. BIBDX (16.84).
| BIBDX | SEWIX | BIBDX / SEWIX | |
| Total Expense Ratio | 0.80 | 0.92 | 87% |
| Annual Report Gross Expense Ratio | 0.80 | 1.24 | 65% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -4.005 | -1.973 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 43.3M | 2,148% |
| Annual Yield % from dividends | 1.55 | 2.32 | 67% |
| Returns for 1 year | -3.95 | -0.82 | 484% |
| Returns for 3 years | 2.00 | 11.38 | 18% |
| Returns for 5 years | 16.84 | 34.12 | 49% |
| Returns for 10 years | 13.51 | 33.53 | 40% |
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