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BIBDX vs SEWIX
BIBDX vs SEWIX Comparison
Open Charts BIBDX vs SEWIX
BlackRock Global Dividend Instl
Price$12.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets912.57M
NAA World Equity Income Instl
Price$17.25
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets48.68M
BIBDX vs SEWIX Comparison Chart in %
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BIBDX vs. SEWIX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 913M vs. SEWIX (48.7M). SEWIX pays higher dividends than BIBDX: SEWIX (1.92) vs BIBDX (1.38). BIBDX was incepted earlier than SEWIX: BIBDX (18 years) vs SEWIX (15 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 : 12.37 vs. BIBDX (3.90). SEWIX return over 5 years is better than : 12.79 vs. BIBDX (2.31).
| 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 | 15 years | - |
| Gain YTD | 2.961 | 2.192 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 913M | 48.7M | 1,875% |
| Annual Yield % from dividends | 1.38 | 1.92 | 72% |
| Returns for 1 year | 3.90 | 12.37 | 32% |
| Returns for 3 years | 17.42 | 29.26 | 60% |
| Returns for 5 years | 2.31 | 12.79 | 18% |
| Returns for 10 years | 37.09 | 72.27 | 51% |
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