Interact to see
Advertisement
Advertisement
BIBDX vs SGIDX
BIBDX vs SGIDX Comparison
Open Charts BIBDX vs SGIDX
BlackRock Global Dividend Instl
Price$13.02
Change+$0.14 (+1.09%)
VolumeN/A
Net Assets1.04B
Steward Global Equity Income Fund A
Price$38.58
Change+$0.42 (+1.10%)
VolumeN/A
Net Assets449.75M
BIBDX vs SGIDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BIBDX vs. SGIDX commentary
Sep 09, 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 SGIDX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.04B vs. SGIDX (450M). SGIDX pays higher dividends than BIBDX: SGIDX (1.63) vs BIBDX (1.24). 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). BIBDX is a more actively managed with annual turnover of: 44.00 vs. SGIDX (37.00). 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 : 14.81 vs. BIBDX (1.61). SGIDX return over 5 years is better than : 42.56 vs. BIBDX (17.29).
| 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 | 9.409 | 17.600 | 53% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 450M | 231% |
| Annual Yield % from dividends | 1.24 | 1.63 | 76% |
| Returns for 1 year | 1.61 | 14.81 | 11% |
| Returns for 3 years | 36.48 | 38.50 | 95% |
| Returns for 5 years | 17.29 | 42.56 | 41% |
| Returns for 10 years | 38.92 | 66.88 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers