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BIBDX vs WRLDX
BIBDX vs WRLDX Comparison
Open Charts BIBDX vs WRLDX
BlackRock Global Dividend Instl
Price$12.13
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets995.27M
Scharf Global Opportunity Institutional
Price$37.02
Change+$0.24 (+0.65%)
VolumeN/A
Net Assets28.16M
BIBDX vs WRLDX Comparison Chart
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BIBDX vs. WRLDX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 995M vs. WRLDX (28.2M). BIBDX pays higher dividends than WRLDX: BIBDX (1.55) vs WRLDX (0.76). BIBDX was incepted earlier than WRLDX: BIBDX (17 years) vs WRLDX (10 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 : 6.33 vs. BIBDX (0.23). WRLDX return over 5 years is better than : 60.95 vs. BIBDX (33.10).
| 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 | 10 years | - |
| Gain YTD | 1.172 | 4.996 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 10000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 995M | 28.2M | 3,528% |
| Annual Yield % from dividends | 1.55 | 0.76 | 203% |
| Returns for 1 year | 0.23 | 6.33 | 4% |
| Returns for 3 years | 4.26 | 6.72 | 63% |
| Returns for 5 years | 33.10 | 60.95 | 54% |
| Returns for 10 years | 24.31 | 45.97 | 53% |
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