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BIBDX vs SEWIX
BIBDX vs SEWIX Comparison
Open Charts BIBDX vs SEWIX
BlackRock Global Dividend Instl
Price$13.34
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets930.9M
NAA World Equity Income Instl
Price$18.25
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets47.12M
BIBDX vs SEWIX Comparison Chart in %
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BIBDX vs. SEWIX commentary
Oct 21, 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 SEWIX is a Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 931M vs. SEWIX (47.1M). SEWIX pays higher dividends than BIBDX: SEWIX (2.28) vs BIBDX (1.19). BIBDX was incepted earlier than SEWIX: BIBDX (18 years) vs SEWIX (14 years). SEWIX (1.24) is less costly to investors than BIBDX (0.80). SEWIX is a more actively managed with annual turnover of: 122.00 vs. BIBDX (44.00). BIBDX (2000000) and SEWIX (2000000) have matching initial minimum investment requirements. SEWIX annual gain was more profitable for investors over the last year : 6.72 vs. BIBDX (1.02). SEWIX return over 5 years is better than : 32.51 vs. BIBDX (17.67).
| BIBDX | SEWIX | BIBDX / SEWIX | |
| Total Expense Ratio | 0.80 | 0.92 | 87% |
| Annual Report Gross Expense Ratio | 0.80 | 1.24 | 65% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 12.845 | 16.676 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 47.1M | 1,977% |
| Annual Yield % from dividends | 1.19 | 2.28 | 52% |
| Returns for 1 year | 1.02 | 6.72 | 15% |
| Returns for 3 years | 46.74 | 50.93 | 92% |
| Returns for 5 years | 17.67 | 32.51 | 54% |
| Returns for 10 years | 37.22 | 69.71 | 53% |
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