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BIBDX vs SGISX
BIBDX vs SGISX Comparison
Open Charts BIBDX vs SGISX
BlackRock Global Dividend Instl
Price$11.39
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets931M
Steward Global Equity Income Fund I
Price$32.03
Change-$0.31 (-0.96%)
VolumeN/A
Net Assets372.32M
BIBDX vs SGISX Comparison Chart
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BIBDX vs. SGISX commentary
Apr 18, 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 StrongBuy and SGISX is a Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 931M vs. SGISX (372M). SGISX pays higher dividends than BIBDX: SGISX (2.18) vs BIBDX (1.55). 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 : 3.66 vs. BIBDX (-0.55). SGISX return over 5 years is better than : 39.45 vs. BIBDX (16.84).
| 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 | -2.662 | -1.384 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 372M | 250% |
| Annual Yield % from dividends | 1.55 | 2.18 | 71% |
| Returns for 1 year | -0.55 | 3.66 | -15% |
| Returns for 3 years | 1.38 | 3.75 | 37% |
| Returns for 5 years | 16.84 | 39.45 | 43% |
| Returns for 10 years | 17.57 | 34.67 | 51% |
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