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BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
Open Charts BIBDX vs LSVGX
BlackRock Global Dividend Instl
Price$13.60
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets934.15M
LSV Global Value Institutional
Price$17.64
Change+$0.12 (+0.68%)
VolumeN/A
Net Assets93.23M
BIBDX vs LSVGX Comparison Chart in %
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BIBDX vs. LSVGX commentary
Dec 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 LSVGX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 934M vs. LSVGX (93.2M). LSVGX pays higher dividends than BIBDX: LSVGX (2.16) vs BIBDX (1.19). BIBDX was incepted earlier than LSVGX: BIBDX (18 years) vs LSVGX (11 years). LSVGX (1.05) is less costly to investors than BIBDX (0.80). BIBDX is a more actively managed with annual turnover of: 44.00 vs. LSVGX (12.00). LSVGX has a lower initial minimum investment than BIBDX: LSVGX (100000) vs BIBDX (2000000). LSVGX annual gain was more profitable for investors over the last year : 15.04 vs. BIBDX (3.47). LSVGX return over 5 years is better than : 74.54 vs. BIBDX (16.78).
| BIBDX | LSVGX | BIBDX / LSVGX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 1.05 | 76% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 14.283 | 23.425 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 934M | 93.2M | 1,002% |
| Annual Yield % from dividends | 1.19 | 2.16 | 55% |
| Returns for 1 year | 3.47 | 15.04 | 23% |
| Returns for 3 years | 32.34 | 49.36 | 66% |
| Returns for 5 years | 16.78 | 74.54 | 23% |
| Returns for 10 years | 36.43 | 121.65 | 30% |
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