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BIBDX vs UGEIX
BIBDX vs UGEIX Comparison
Open Charts BIBDX vs UGEIX
BlackRock Global Dividend Instl
Price$12.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.02B
Victory Global Equity Income
Price$11.45
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets63.97M
BIBDX vs UGEIX Comparison Chart
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BIBDX vs. UGEIX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.02B vs. UGEIX (64M). UGEIX pays higher dividends than BIBDX: UGEIX (1.82) vs BIBDX (1.34). 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). 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 : 2.72 vs. UGEIX (-8.11). UGEIX return over 5 years is better than : 24.15 vs. BIBDX (16.32).
| 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 | 6.232 | 9.337 | 67% |
| 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 | 64M | 1,588% |
| Annual Yield % from dividends | 1.34 | 1.82 | 73% |
| Returns for 1 year | 2.72 | -8.11 | -34% |
| Returns for 3 years | 15.21 | 3.03 | 502% |
| Returns for 5 years | 16.32 | 24.15 | 68% |
| Returns for 10 years | 29.28 | N/A | - |
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