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BIBDX vs WRLDX
BIBDX vs WRLDX Comparison
Open Charts BIBDX vs WRLDX
BlackRock Global Dividend Instl
Price$12.70
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets1.03B
Scharf Global Opportunity Institutional
Price$38.07
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets29.37M
BIBDX vs WRLDX Comparison Chart in %
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BIBDX vs. WRLDX commentary
Aug 09, 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 WRLDX is a Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.03B vs. WRLDX (29.4M). BIBDX pays higher dividends than WRLDX: BIBDX (1.26) vs WRLDX (0.74). BIBDX was incepted earlier than WRLDX: BIBDX (17 years) vs WRLDX (11 years). WRLDX (1.39) is less costly to investors than BIBDX (0.80). BIBDX is a more actively managed with annual turnover of: 50.00 vs. WRLDX (31.87). WRLDX has a lower initial minimum investment than BIBDX: WRLDX (10000) vs BIBDX (2000000). WRLDX annual gain was more profitable for investors over the last year : 9.13 vs. BIBDX (2.35). WRLDX return over 5 years is better than : 34.17 vs. BIBDX (15.73).
| BIBDX | WRLDX | BIBDX / WRLDX | |
| Total Expense Ratio | 0.80 | 0.63 | 127% |
| Annual Report Gross Expense Ratio | 0.80 | 1.39 | 58% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 6.710 | 8.193 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 10000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 29.4M | 3,490% |
| Annual Yield % from dividends | 1.26 | 0.74 | 171% |
| Returns for 1 year | 2.35 | 9.13 | 26% |
| Returns for 3 years | 23.84 | 21.43 | 111% |
| Returns for 5 years | 15.73 | 34.17 | 46% |
| Returns for 10 years | 27.86 | 48.81 | 57% |
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