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BIBDX vs UGEIX
BIBDX vs UGEIX Comparison
Open Charts BIBDX vs UGEIX
BlackRock Global Dividend Instl
Price$12.61
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets1.02B
Victory Global Equity Income
Price$11.88
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets65.86M
BIBDX vs UGEIX Comparison Chart in %
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BIBDX vs. UGEIX commentary
Aug 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 UGEIX is a Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.02B vs. UGEIX (65.9M). UGEIX pays higher dividends than BIBDX: UGEIX (1.93) vs BIBDX (1.26). BIBDX was incepted earlier than UGEIX: BIBDX (17 years) vs UGEIX (10 years). UGEIX (1.18) is less costly to investors than BIBDX (0.80). UGEIX is a more actively managed with annual turnover of: 83.00 vs. BIBDX (50.00). UGEIX has a lower initial minimum investment than BIBDX: UGEIX (3000) vs BIBDX (2000000). BIBDX annual gain was more profitable for investors over the last year : 3.27 vs. UGEIX (-2.10). UGEIX return over 5 years is better than : 26.41 vs. BIBDX (15.00).
| BIBDX | UGEIX | BIBDX / UGEIX | |
| Total Expense Ratio | 0.80 | 1.03 | 78% |
| Annual Report Gross Expense Ratio | 0.80 | 1.18 | 68% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 6.035 | 14.192 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 65.9M | 1,546% |
| Annual Yield % from dividends | 1.26 | 1.93 | 65% |
| Returns for 1 year | 3.27 | -2.10 | -155% |
| Returns for 3 years | 22.83 | 11.07 | 206% |
| Returns for 5 years | 15.00 | 26.41 | 57% |
| Returns for 10 years | 27.05 | 35.42 | 76% |
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