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BIBDX vs SGIDX
BIBDX vs SGIDX Comparison
Open Charts BIBDX vs SGIDX
BlackRock Global Dividend Instl
Price$11.54
Change+$0.21 (+1.85%)
VolumeN/A
Net Assets926.08M
Steward Global Equity Income Fund A
Price$31.88
Change+$0.62 (+1.98%)
VolumeN/A
Net Assets360.86M
BIBDX vs SGIDX Comparison Chart
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BIBDX vs. SGIDX commentary
Apr 12, 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 Hold and SGIDX is a Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 926M vs. SGIDX (361M). SGIDX pays higher dividends than BIBDX: SGIDX (1.97) vs BIBDX (1.55). BIBDX was incepted earlier than SGIDX: BIBDX (17 years) vs SGIDX (17 years). SGIDX (1.27) is less costly to investors than BIBDX (0.80). SGIDX is a more actively managed with annual turnover of: 59.00 vs. BIBDX (50.00). SGIDX has a lower initial minimum investment than BIBDX: SGIDX (1000) vs BIBDX (2000000). SGIDX annual gain was more profitable for investors over the last year : -3.11 vs. BIBDX (-4.95). SGIDX return over 5 years is better than : 34.02 vs. BIBDX (16.91).
| BIBDX | SGIDX | BIBDX / SGIDX | |
| Total Expense Ratio | 0.80 | 1.27 | 63% |
| Annual Report Gross Expense Ratio | 0.80 | 1.27 | 63% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | -4.928 | -4.461 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 926M | 361M | 257% |
| Annual Yield % from dividends | 1.55 | 1.97 | 78% |
| Returns for 1 year | -4.95 | -3.11 | 159% |
| Returns for 3 years | -0.24 | -0.27 | 87% |
| Returns for 5 years | 16.91 | 34.02 | 50% |
| Returns for 10 years | 14.71 | 26.32 | 56% |
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