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BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
Open Charts BIBDX vs LSVGX
BlackRock Global Dividend Instl
Price$12.18
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets910.61M
LSV Global Value Institutional
Price$17.48
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets96.46M
BIBDX vs LSVGX Comparison Chart in %
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BIBDX vs. LSVGX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 911M vs. LSVGX (96.5M). LSVGX pays higher dividends than BIBDX: LSVGX (2.60) vs BIBDX (1.38). 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 : 24.73 vs. BIBDX (2.27). LSVGX return over 5 years is better than : 66.96 vs. BIBDX (3.03).
| 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 | 3.046 | 3.924 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 911M | 96.5M | 944% |
| Annual Yield % from dividends | 1.38 | 2.60 | 53% |
| Returns for 1 year | 2.27 | 24.73 | 9% |
| Returns for 3 years | 17.51 | 52.92 | 33% |
| Returns for 5 years | 3.03 | 66.96 | 5% |
| Returns for 10 years | 37.20 | 161.42 | 23% |
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