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BIBDX vs SEWIX
BIBDX vs SEWIX Comparison
Open Charts BIBDX vs SEWIX
BlackRock Global Dividend Instl
Price$12.00
Change-$0.32 (-2.60%)
VolumeN/A
CapitalizationN/A
NAA World Equity Income Instl
Price$16.70
Change-$0.41 (-2.40%)
VolumeN/A
CapitalizationN/A
BIBDX vs SEWIX Comparison Chart
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BIBDX vs. SEWIX commentary
Dec 19, 2024
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 Hold and SEWIX is a Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.06B vs. SEWIX (47.9M). BIBDX pays higher dividends than SEWIX: BIBDX (1.90) vs SEWIX (1.68). BIBDX was incepted earlier than SEWIX: BIBDX (17 years) vs SEWIX (14 years). SEWIX is a more actively managed with annual turnover of: 156.00 vs. BIBDX (53.00). BIBDX (2000000) and SEWIX (2000000) have matching initial minimum investment requirements. SEWIX annual gain was more profitable for investors over the last year : 15.08 vs. BIBDX (8.04). SEWIX return over 5 years is better than : 18.85 vs. BIBDX (7.28).
| BIBDX | SEWIX | BIBDX / SEWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 6.480 | 13.949 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 47.9M | 2,215% |
| Annual Yield % from dividends | 1.90 | 1.68 | 113% |
| Returns for 1 year | 8.04 | 15.08 | 53% |
| Returns for 3 years | 5.98 | -5.55 | -108% |
| Returns for 5 years | 7.28 | 18.85 | 39% |
| Returns for 10 years | 27.75 | 50.01 | 55% |
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