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BIBDX vs UGEIX
BIBDX vs UGEIX Comparison
Open Charts BIBDX vs UGEIX
BlackRock Global Dividend Instl
Price$11.73
Change-$0.40 (-3.30%)
VolumeN/A
Net Assets998.3M
Victory Global Equity Income
Price$10.75
Change-$0.40 (-3.59%)
VolumeN/A
Net Assets62.78M
BIBDX vs UGEIX Comparison Chart
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BIBDX vs. UGEIX commentary
Apr 05, 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: 998M vs. UGEIX (62.8M). 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 : 0.64 vs. UGEIX (-10.37). UGEIX return over 5 years is better than : 52.00 vs. BIBDX (33.54).
| 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 | 1.506 | 6.566 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 998M | 62.8M | 1,589% |
| Annual Yield % from dividends | 1.55 | 1.85 | 83% |
| Returns for 1 year | 0.64 | -10.37 | -6% |
| Returns for 3 years | 4.27 | -4.51 | -95% |
| Returns for 5 years | 33.54 | 52.00 | 64% |
| Returns for 10 years | 23.90 | N/A | - |
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