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BIBDX vs SEWIX
BIBDX vs SEWIX Comparison
Open Charts BIBDX vs SEWIX
BlackRock Global Dividend Instl
Price$12.88
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets1.03B
NAA World Equity Income Instl
Price$17.91
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets46.67M
BIBDX vs SEWIX Comparison Chart in %
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BIBDX vs. SEWIX commentary
Sep 08, 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 SEWIX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.03B vs. SEWIX (46.7M). SEWIX pays higher dividends than BIBDX: SEWIX (2.01) vs BIBDX (1.24). 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 (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 : 7.73 vs. BIBDX (1.61). SEWIX return over 5 years is better than : 31.87 vs. BIBDX (17.29).
| 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 | 9.409 | 13.797 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 46.7M | 2,214% |
| Annual Yield % from dividends | 1.24 | 2.01 | 61% |
| Returns for 1 year | 1.61 | 7.73 | 21% |
| Returns for 3 years | 36.48 | 41.58 | 88% |
| Returns for 5 years | 17.29 | 31.87 | 54% |
| Returns for 10 years | 38.92 | 69.49 | 56% |
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