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BIBDX vs LVAGX
BIBDX vs LVAGX Comparison
Open Charts BIBDX vs LVAGX
BlackRock Global Dividend Instl
Price$11.88
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets890.34M
LSV Global Value Investor
Price$17.80
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets95.25M
BIBDX vs LVAGX Comparison Chart in %
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BIBDX vs. LVAGX commentary
Dec 29, 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 LVAGX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 890M vs. LVAGX (95.2M). LVAGX pays higher dividends than BIBDX: LVAGX (1.93) vs BIBDX (1.19). 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 (12.00). 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 : 22.18 vs. BIBDX (-1.08). LVAGX return over 5 years is better than : 70.98 vs. BIBDX (2.04).
| 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 | 0.494 | 23.440 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 95.2M | 935% |
| Annual Yield % from dividends | 1.19 | 1.93 | 62% |
| Returns for 1 year | -1.08 | 22.18 | -5% |
| Returns for 3 years | 20.78 | 56.09 | 37% |
| Returns for 5 years | 2.04 | 70.98 | 3% |
| Returns for 10 years | 22.16 | 121.49 | 18% |
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