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BIBDX vs WRLDX
BIBDX vs WRLDX Comparison
Open Charts BIBDX vs WRLDX
BlackRock Global Dividend Instl
Price$12.57
Change-$0.16 (-1.26%)
VolumeN/A
Net Assets1.05B
Scharf Global Opportunity Institutional
Price$37.16
Change-$0.43 (-1.14%)
VolumeN/A
Net Assets28.53M
BIBDX vs WRLDX Comparison Chart
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BIBDX vs. WRLDX commentary
Feb 23, 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: 1.05B vs. WRLDX (28.5M). BIBDX pays higher dividends than WRLDX: BIBDX (1.90) vs WRLDX (1.13). BIBDX was incepted earlier than WRLDX: BIBDX (17 years) vs WRLDX (10 years). BIBDX is a more actively managed with annual turnover of: 53.00 vs. WRLDX (34.13). 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 : 7.16 vs. BIBDX (5.24). WRLDX return over 5 years is better than : 23.97 vs. BIBDX (9.03).
| BIBDX | WRLDX | BIBDX / WRLDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 5.188 | 6.081 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 10000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 28.5M | 3,695% |
| Annual Yield % from dividends | 1.90 | 1.13 | 168% |
| Returns for 1 year | 5.24 | 7.16 | 73% |
| Returns for 3 years | 10.01 | 10.78 | 93% |
| Returns for 5 years | 9.03 | 23.97 | 38% |
| Returns for 10 years | 26.09 | 45.15 | 58% |
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