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BIBDX vs SGIFX
BIBDX vs SGIFX Comparison
Open Charts BIBDX vs SGIFX
BlackRock Global Dividend Instl
Price$11.54
Change+$0.21 (+1.85%)
VolumeN/A
Net Assets926.08M
Steward Global Equity Income Fund C
Price$33.68
Change+$0.66 (+2.00%)
VolumeN/A
Net Assets360.86M
BIBDX vs SGIFX Comparison Chart
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BIBDX vs. SGIFX 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 SGIFX is a Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 926M vs. SGIFX (361M). BIBDX pays higher dividends than SGIFX: BIBDX (1.55) vs SGIFX (1.23). BIBDX was incepted earlier than SGIFX: BIBDX (17 years) vs SGIFX (7 years). SGIFX (2.03) is less costly to investors than BIBDX (0.80). SGIFX is a more actively managed with annual turnover of: 59.00 vs. BIBDX (50.00). SGIFX has a lower initial minimum investment than BIBDX: SGIFX (1000) vs BIBDX (2000000). SGIFX annual gain was more profitable for investors over the last year : -3.69 vs. BIBDX (-4.95). SGIFX return over 5 years is better than : 29.02 vs. BIBDX (16.91).
| BIBDX | SGIFX | BIBDX / SGIFX | |
| Total Expense Ratio | 0.80 | 2.03 | 39% |
| Annual Report Gross Expense Ratio | 0.80 | 2.03 | 39% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | -4.928 | -4.678 | 105% |
| Front Load | N/A | N/A | - |
| 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 | 1.23 | 125% |
| Returns for 1 year | -4.95 | -3.69 | 134% |
| Returns for 3 years | -0.24 | -3.34 | 7% |
| Returns for 5 years | 16.91 | 29.02 | 58% |
| Returns for 10 years | 14.71 | N/A | - |
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