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BIBDX vs WRLDX
BIBDX vs WRLDX Comparison
Open Charts BIBDX vs WRLDX
BlackRock Global Dividend Instl
Price$12.32
Change-$0.08 (-0.65%)
VolumeN/A
CapitalizationN/A
Scharf Global Opportunity Institutional
Price$35.49
Change-$1.29 (-3.51%)
VolumeN/A
CapitalizationN/A
BIBDX vs WRLDX Comparison Chart
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BIBDX vs. WRLDX commentary
Dec 18, 2024
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: 1.07B vs. WRLDX (28M). 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). BIBDX annual gain was more profitable for investors over the last year : 8.04 vs. WRLDX (7.12). WRLDX return over 5 years is better than : 12.72 vs. BIBDX (7.28).
| 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 | 6.480 | 5.199 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 10000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 28M | 3,814% |
| Annual Yield % from dividends | 1.90 | 1.13 | 168% |
| Returns for 1 year | 8.04 | 7.12 | 113% |
| Returns for 3 years | 5.98 | 6.52 | 92% |
| Returns for 5 years | 7.28 | 12.72 | 57% |
| Returns for 10 years | 27.75 | 44.68 | 62% |
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