Interact to see
Advertisement
Advertisement
BIBDX vs SGISX
BIBDX vs SGISX Comparison
Open Charts BIBDX vs SGISX
BlackRock Global Dividend Instl
Price$13.45
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets1.08B
Steward Global Equity Income Fund I
Price$38.73
Change-$0.23 (-0.59%)
VolumeN/A
Net Assets453.75M
BIBDX vs SGISX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BIBDX vs. SGISX commentary
Oct 08, 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: 1.08B vs. SGISX (454M). SGISX pays higher dividends than BIBDX: SGISX (1.66) vs BIBDX (1.19). BIBDX was incepted earlier than SGISX: BIBDX (18 years) vs SGISX (18 years). SGISX (1.01) is less costly to investors than BIBDX (0.80). BIBDX is a more actively managed with annual turnover of: 44.00 vs. SGISX (37.00). 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 : 13.31 vs. BIBDX (3.76). SGISX return over 5 years is better than : 41.99 vs. BIBDX (19.03).
| BIBDX | SGISX | BIBDX / SGISX | |
| Total Expense Ratio | 0.80 | 1.01 | 79% |
| Annual Report Gross Expense Ratio | 0.80 | 1.01 | 79% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 13.964 | 19.962 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 454M | 237% |
| Annual Yield % from dividends | 1.19 | 1.66 | 71% |
| Returns for 1 year | 3.76 | 13.31 | 28% |
| Returns for 3 years | 52.36 | 51.17 | 102% |
| Returns for 5 years | 19.03 | 41.99 | 45% |
| Returns for 10 years | 40.03 | 68.33 | 59% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers