Interact to see
Advertisement
Advertisement
BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
Open Charts BIBDX vs LSVGX
BlackRock Global Dividend Instl
Price$11.86
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets889.8M
LSV Global Value Institutional
Price$17.45
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets95.18M
BIBDX vs LSVGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BIBDX vs. LSVGX commentary
Dec 26, 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 LSVGX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 890M vs. LSVGX (95.2M). LSVGX pays higher dividends than BIBDX: LSVGX (2.16) vs BIBDX (1.19). BIBDX was incepted earlier than LSVGX: BIBDX (18 years) vs LSVGX (12 years). LSVGX (1.04) 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 : 22.50 vs. BIBDX (-1.16). LSVGX return over 5 years is better than : 72.78 vs. BIBDX (1.87).
| BIBDX | LSVGX | BIBDX / LSVGX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 1.04 | 77% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 0.325 | 23.496 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 95.2M | 935% |
| Annual Yield % from dividends | 1.19 | 2.16 | 55% |
| Returns for 1 year | -1.16 | 22.50 | -5% |
| Returns for 3 years | 20.57 | 57.29 | 36% |
| Returns for 5 years | 1.87 | 72.78 | 3% |
| Returns for 10 years | 22.90 | 128.17 | 18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement