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BIBDX vs LSVGX
BIBDX vs LSVGX Comparison
Open Charts BIBDX vs LSVGX
BlackRock Global Dividend Instl
Price$13.34
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets930.9M
LSV Global Value Institutional
Price$16.83
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets89.3M
BIBDX vs LSVGX Comparison Chart in %
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BIBDX vs. LSVGX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 931M vs. LSVGX (89.3M). LSVGX pays higher dividends than BIBDX: LSVGX (2.22) 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 : 11.44 vs. BIBDX (1.02). LSVGX return over 5 years is better than : 89.41 vs. BIBDX (17.67).
| 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 | 12.845 | 19.108 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 89.3M | 1,043% |
| Annual Yield % from dividends | 1.19 | 2.22 | 53% |
| Returns for 1 year | 1.02 | 11.44 | 9% |
| Returns for 3 years | 46.74 | 64.02 | 73% |
| Returns for 5 years | 17.67 | 89.41 | 20% |
| Returns for 10 years | 37.22 | 113.23 | 33% |
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