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BIBDX vs SGISX
BIBDX vs SGISX Comparison
Open Charts BIBDX vs SGISX
BlackRock Global Dividend Instl
Price$12.73
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets1.02B
Steward Global Equity Income Fund I
Price$35.80
Change+$0.28 (+0.79%)
VolumeN/A
Net Assets414.16M
BIBDX vs SGISX Comparison Chart
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BIBDX vs. SGISX commentary
Jun 07, 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 SGISX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.02B vs. SGISX (414M). SGISX pays higher dividends than BIBDX: SGISX (2.10) vs BIBDX (1.34). BIBDX was incepted earlier than SGISX: BIBDX (17 years) vs SGISX (17 years). SGISX (1.01) is less costly to investors than BIBDX (0.80). SGISX is a more actively managed with annual turnover of: 59.00 vs. BIBDX (50.00). SGISX has a lower initial minimum investment than BIBDX: SGISX (100000) vs BIBDX (2000000). SGISX annual gain was more profitable for investors over the last year : 8.19 vs. BIBDX (2.56). SGISX return over 5 years is better than : 35.32 vs. BIBDX (16.32).
| BIBDX | SGISX | BIBDX / SGISX | |
| Total Expense Ratio | 0.80 | 1.01 | 79% |
| Annual Report Gross Expense Ratio | 0.80 | 1.01 | 79% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 6.232 | 8.313 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 414M | 245% |
| Annual Yield % from dividends | 1.34 | 2.10 | 64% |
| Returns for 1 year | 2.56 | 8.19 | 31% |
| Returns for 3 years | 14.32 | 16.94 | 85% |
| Returns for 5 years | 16.32 | 35.32 | 46% |
| Returns for 10 years | 29.39 | 50.77 | 58% |
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