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BIBDX vs SEWIX
BIBDX vs SEWIX Comparison
Open Charts BIBDX vs SEWIX
BlackRock Global Dividend Instl
Price$12.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.04B
NAA World Equity Income Instl
Price$16.07
Change+$0.10 (+0.63%)
VolumeN/A
Net Assets46.92M
BIBDX vs SEWIX Comparison Chart
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BIBDX vs. SEWIX commentary
Jan 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 Buy and SEWIX is a Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.04B vs. SEWIX (46.9M). 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 : 8.76 vs. BIBDX (6.46). SEWIX return over 5 years is better than : 9.88 vs. BIBDX (3.20).
| 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 | 1.674 | 1.260 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 46.9M | 2,215% |
| Annual Yield % from dividends | 1.90 | 1.68 | 113% |
| Returns for 1 year | 6.46 | 8.76 | 74% |
| Returns for 3 years | 3.18 | 11.10 | 29% |
| Returns for 5 years | 3.20 | 9.88 | 32% |
| Returns for 10 years | 25.67 | 41.76 | 61% |
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