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BIBDX vs WRLDX
BIBDX vs WRLDX Comparison
Open Charts BIBDX vs WRLDX
BlackRock Global Dividend Instl
Price$13.03
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets1.03B
Scharf Global Opportunity Institutional
Price$38.00
Change+$0.22 (+0.58%)
VolumeN/A
Net Assets29.03M
BIBDX vs WRLDX Comparison Chart in %
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BIBDX vs. WRLDX commentary
Jul 17, 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 Hold and WRLDX is a Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.03B vs. WRLDX (29M). BIBDX pays higher dividends than WRLDX: BIBDX (1.29) vs WRLDX (0.73). 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 : 5.68 vs. BIBDX (1.27). WRLDX return over 5 years is better than : 38.43 vs. BIBDX (20.22).
| 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 | 9.001 | 7.850 | 115% |
| 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 | 29M | 3,555% |
| Annual Yield % from dividends | 1.29 | 0.73 | 177% |
| Returns for 1 year | 1.27 | 5.68 | 22% |
| Returns for 3 years | 32.40 | 24.33 | 133% |
| Returns for 5 years | 20.22 | 38.43 | 53% |
| Returns for 10 years | 29.42 | 46.55 | 63% |
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