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BIBDX vs SGIDX
BIBDX vs SGIDX Comparison
Open Charts BIBDX vs SGIDX
BlackRock Global Dividend Instl
Price$13.15
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets1.05B
Steward Global Equity Income Fund A
Price$37.09
Change+$0.23 (+0.62%)
VolumeN/A
Net Assets435.49M
BIBDX vs SGIDX Comparison Chart in %
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BIBDX vs. SGIDX 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 SGIDX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.05B vs. SGIDX (435M). SGIDX pays higher dividends than BIBDX: SGIDX (1.69) vs BIBDX (1.29). BIBDX was incepted earlier than SGIDX: BIBDX (17 years) vs SGIDX (17 years). SGIDX (1.27) is less costly to investors than BIBDX (0.80). SGIDX is a more actively managed with annual turnover of: 59.00 vs. BIBDX (50.00). SGIDX has a lower initial minimum investment than BIBDX: SGIDX (1000) vs BIBDX (2000000). SGIDX annual gain was more profitable for investors over the last year : 14.00 vs. BIBDX (5.68). SGIDX return over 5 years is better than : 47.79 vs. BIBDX (25.44).
| BIBDX | SGIDX | BIBDX / SGIDX | |
| Total Expense Ratio | 0.80 | 1.27 | 63% |
| Annual Report Gross Expense Ratio | 0.80 | 1.27 | 63% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 10.344 | 13.647 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 435M | 240% |
| Annual Yield % from dividends | 1.29 | 1.69 | 76% |
| Returns for 1 year | 5.68 | 14.00 | 41% |
| Returns for 3 years | 28.40 | 31.24 | 91% |
| Returns for 5 years | 25.44 | 47.79 | 53% |
| Returns for 10 years | 35.76 | 55.25 | 65% |
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