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BIBDX vs LVAGX
BIBDX vs LVAGX Comparison
Open Charts BIBDX vs LVAGX
BlackRock Global Dividend Instl
Price$13.30
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets932.08M
LSV Global Value Investor
Price$17.12
Change-$0.08 (-0.47%)
VolumeN/A
Net Assets89.67M
BIBDX vs LVAGX Comparison Chart in %
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BIBDX vs. LVAGX commentary
Oct 17, 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: 932M vs. LVAGX (89.7M). LVAGX pays higher dividends than BIBDX: LVAGX (1.99) vs BIBDX (1.19). BIBDX was incepted earlier than LVAGX: BIBDX (18 years) vs LVAGX (11 years). LVAGX (1.30) 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 : 11.11 vs. BIBDX (0.80). LVAGX return over 5 years is better than : 86.80 vs. BIBDX (17.31).
| BIBDX | LVAGX | BIBDX / LVAGX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.80 | 1.30 | 62% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 12.506 | 18.724 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 89.7M | 1,039% |
| Annual Yield % from dividends | 1.19 | 1.99 | 60% |
| Returns for 1 year | 0.80 | 11.11 | 7% |
| Returns for 3 years | 47.54 | 64.27 | 74% |
| Returns for 5 years | 17.31 | 86.80 | 20% |
| Returns for 10 years | 36.57 | 107.73 | 34% |
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