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BIBDX vs SGISX
BIBDX vs SGISX Comparison
Open Charts BIBDX vs SGISX
BlackRock Global Dividend Instl
Price$12.09
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets982.72M
Steward Global Equity Income Fund I
Price$34.22
Change+$0.22 (+0.65%)
VolumeN/A
Net Assets395.21M
BIBDX vs SGISX Comparison Chart
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BIBDX vs. SGISX 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 SGISX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 983M vs. SGISX (395M). SGISX pays higher dividends than BIBDX: SGISX (2.19) vs BIBDX (1.40). 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 : 5.67 vs. BIBDX (0.26). SGISX return over 5 years is better than : 44.72 vs. BIBDX (22.52).
| 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 | 1.785 | 3.678 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 983M | 395M | 249% |
| Annual Yield % from dividends | 1.40 | 2.19 | 64% |
| Returns for 1 year | 0.26 | 5.67 | 5% |
| Returns for 3 years | 15.87 | 16.00 | 99% |
| Returns for 5 years | 22.52 | 44.72 | 50% |
| Returns for 10 years | 20.74 | 40.28 | 51% |
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