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BIBDX vs SEWIX
BIBDX vs SEWIX Comparison
Open Charts BIBDX vs SEWIX
BlackRock Global Dividend Instl
Price$13.15
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets1.05B
NAA World Equity Income Instl
Price$17.26
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets46.85M
BIBDX vs SEWIX Comparison Chart in %
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BIBDX vs. SEWIX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.05B vs. SEWIX (46.8M). SEWIX pays higher dividends than BIBDX: SEWIX (2.11) vs BIBDX (1.29). BIBDX was incepted earlier than SEWIX: BIBDX (17 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 (50.00). BIBDX (2000000) and SEWIX (2000000) have matching initial minimum investment requirements. SEWIX (5.81) and BIBDX (5.68) have marching annual gain over last year. SEWIX return over 5 years is better than : 34.74 vs. BIBDX (25.44).
| BIBDX | SEWIX | BIBDX / SEWIX | |
| Total Expense Ratio | 0.80 | 0.92 | 87% |
| Annual Report Gross Expense Ratio | 0.80 | 1.24 | 65% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 10.344 | 9.667 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 46.8M | 2,235% |
| Annual Yield % from dividends | 1.29 | 2.11 | 61% |
| Returns for 1 year | 5.68 | 5.81 | 98% |
| Returns for 3 years | 28.40 | 36.04 | 79% |
| Returns for 5 years | 25.44 | 34.74 | 73% |
| Returns for 10 years | 35.76 | 56.95 | 63% |
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