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BIBDX vs LVAGX
BIBDX vs LVAGX Comparison
Open Charts BIBDX vs LVAGX
BlackRock Global Dividend Instl
Price$12.22
Change-$1.12 (-8.40%)
VolumeN/A
Net Assets917.5M
LSV Global Value Investor
Price$18.23
Change+$1.05 (+6.11%)
VolumeN/A
Net Assets98.55M
BIBDX vs LVAGX Comparison Chart in %
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BIBDX vs. LVAGX commentary
Feb 05, 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 Buy and LVAGX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 917M vs. LVAGX (98.6M). LVAGX pays higher dividends than BIBDX: LVAGX (2.23) vs BIBDX (1.34). BIBDX was incepted earlier than LVAGX: BIBDX (18 years) vs LVAGX (12 years). LVAGX (1.29) is less costly to investors than BIBDX (0.80). BIBDX is a more actively managed with annual turnover of: 44.00 vs. LVAGX (15.00). LVAGX has a lower initial minimum investment than BIBDX: LVAGX (1000) vs BIBDX (2000000). LVAGX annual gain was more profitable for investors over the last year : 26.22 vs. BIBDX (-0.36). LVAGX return over 5 years is better than : 69.56 vs. BIBDX (3.69).
| BIBDX | LVAGX | BIBDX / LVAGX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.80 | 1.29 | 62% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 3.384 | 6.050 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 917M | 98.6M | 930% |
| Annual Yield % from dividends | 1.34 | 2.23 | 60% |
| Returns for 1 year | -0.36 | 26.22 | -1% |
| Returns for 3 years | 15.78 | 50.61 | 31% |
| Returns for 5 years | 3.69 | 69.56 | 5% |
| Returns for 10 years | 33.21 | 161.49 | 21% |
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