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BIBDX vs WRLDX
BIBDX vs WRLDX Comparison
Open Charts BIBDX vs WRLDX
BlackRock Global Dividend Instl
Price$12.57
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.01B
Scharf Global Opportunity Institutional
Price$37.23
Change+$0.19 (+0.51%)
VolumeN/A
Net Assets28.92M
BIBDX vs WRLDX Comparison Chart
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BIBDX vs. WRLDX commentary
Jun 01, 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: 1.01B vs. WRLDX (28.9M). BIBDX pays higher dividends than WRLDX: BIBDX (1.34) vs WRLDX (0.75). 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 : 9.87 vs. BIBDX (4.41). WRLDX return over 5 years is better than : 42.72 vs. BIBDX (21.81).
| 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 | 5.477 | 6.280 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 10000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 28.9M | 3,495% |
| Annual Yield % from dividends | 1.34 | 0.75 | 178% |
| Returns for 1 year | 4.41 | 9.87 | 45% |
| Returns for 3 years | 13.80 | 14.09 | 98% |
| Returns for 5 years | 21.81 | 42.72 | 51% |
| Returns for 10 years | 26.67 | 44.52 | 60% |
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