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BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
Open Charts BIBDX vs LSVGX
BlackRock Global Dividend Instl
Price$13.41
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets929.84M
LSV Global Value Institutional
Price$17.44
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets92.08M
BIBDX vs LSVGX Comparison Chart in %
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BIBDX vs. LSVGX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 930M vs. LSVGX (92.1M). LSVGX pays higher dividends than BIBDX: LSVGX (2.20) vs BIBDX (1.21). 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 : 16.46 vs. BIBDX (3.33). LSVGX return over 5 years is better than : 83.81 vs. BIBDX (13.17).
| 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 | 13.437 | 23.425 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 92.1M | 1,010% |
| Annual Yield % from dividends | 1.21 | 2.20 | 55% |
| Returns for 1 year | 3.33 | 16.46 | 20% |
| Returns for 3 years | 35.47 | 52.99 | 67% |
| Returns for 5 years | 13.17 | 83.81 | 16% |
| Returns for 10 years | 39.59 | 127.32 | 31% |
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