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BIBDX vs SEWIX
BIBDX vs SEWIX Comparison
Open Charts BIBDX vs SEWIX
BlackRock Global Dividend Instl
Price$12.13
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets995.27M
NAA World Equity Income Instl
Price$16.26
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets46.35M
BIBDX vs SEWIX Comparison Chart
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BIBDX vs. SEWIX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 995M vs. SEWIX (46.3M). 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 : 2.06 vs. BIBDX (0.23). SEWIX return over 5 years is better than : 53.65 vs. BIBDX (33.10).
| 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 | 1.172 | 2.449 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 995M | 46.3M | 2,149% |
| Annual Yield % from dividends | 1.55 | 2.32 | 67% |
| Returns for 1 year | 0.23 | 2.06 | 11% |
| Returns for 3 years | 4.26 | 13.74 | 31% |
| Returns for 5 years | 33.10 | 53.65 | 62% |
| Returns for 10 years | 24.31 | 42.46 | 57% |
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