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BIBDX vs UGEIX
BIBDX vs UGEIX Comparison
Open Charts BIBDX vs UGEIX
BlackRock Global Dividend Instl
Price$11.76
Change+$0.22 (+1.91%)
VolumeN/A
Net Assets937.91M
Victory Global Equity Income
Price$10.77
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets60.21M
BIBDX vs UGEIX Comparison Chart
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BIBDX vs. UGEIX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 938M vs. UGEIX (60.2M). UGEIX pays higher dividends than BIBDX: UGEIX (1.85) vs BIBDX (1.55). BIBDX was incepted earlier than UGEIX: BIBDX (17 years) vs UGEIX (10 years). UGEIX (1.19) is less costly to investors than BIBDX (0.80). BIBDX is a more actively managed with annual turnover of: 50.00 vs. UGEIX (43.00). 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 : -3.95 vs. UGEIX (-11.24). UGEIX return over 5 years is better than : 31.79 vs. BIBDX (16.84).
| BIBDX | UGEIX | BIBDX / UGEIX | |
| Total Expense Ratio | 0.80 | 1.02 | 78% |
| Annual Report Gross Expense Ratio | 0.80 | 1.19 | 67% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | -4.005 | 2.456 | -163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 938M | 60.2M | 1,558% |
| Annual Yield % from dividends | 1.55 | 1.85 | 83% |
| Returns for 1 year | -3.95 | -11.24 | 35% |
| Returns for 3 years | 2.00 | -5.29 | -38% |
| Returns for 5 years | 16.84 | 31.79 | 53% |
| Returns for 10 years | 13.51 | N/A | - |
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