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BIBDX vs SGIDX
BIBDX vs SGIDX Comparison
Open Charts BIBDX vs SGIDX
BlackRock Global Dividend Instl
Price$12.09
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets982.72M
Steward Global Equity Income Fund A
Price$34.11
Change+$0.22 (+0.65%)
VolumeN/A
Net Assets395.21M
BIBDX vs SGIDX Comparison Chart
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BIBDX vs. SGIDX commentary
May 09, 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 SGIDX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 983M vs. SGIDX (395M). SGIDX pays higher dividends than BIBDX: SGIDX (1.98) vs BIBDX (1.40). 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 : 5.39 vs. BIBDX (0.26). SGIDX return over 5 years is better than : 42.69 vs. BIBDX (22.52).
| 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 | 1.785 | 3.577 | 50% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 983M | 395M | 249% |
| Annual Yield % from dividends | 1.40 | 1.98 | 71% |
| Returns for 1 year | 0.26 | 5.39 | 5% |
| Returns for 3 years | 15.87 | 15.03 | 106% |
| Returns for 5 years | 22.52 | 42.69 | 53% |
| Returns for 10 years | 20.74 | 36.04 | 58% |
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