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BIBDX vs SGISX
BIBDX vs SGISX Comparison
Open Charts BIBDX vs SGISX
BlackRock Global Dividend Instl
Price$11.88
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets890.34M
Steward Global Equity Income Fund I
Price$38.10
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets463.95M
BIBDX vs SGISX Comparison Chart in %
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BIBDX vs. SGISX commentary
Dec 28, 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 SGISX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 890M vs. SGISX (464M). SGISX pays higher dividends than BIBDX: SGISX (1.63) vs BIBDX (1.19). BIBDX was incepted earlier than SGISX: BIBDX (18 years) vs SGISX (18 years). SGISX (1.01) is less costly to investors than BIBDX (0.80). BIBDX is a more actively managed with annual turnover of: 44.00 vs. SGISX (37.00). SGISX has a lower initial minimum investment than BIBDX: SGISX (100000) vs BIBDX (2000000). SGISX annual gain was more profitable for investors over the last year : 15.63 vs. BIBDX (-1.08). SGISX return over 5 years is better than : 27.60 vs. BIBDX (2.04).
| BIBDX | SGISX | BIBDX / SGISX | |
| Total Expense Ratio | 0.80 | 1.01 | 79% |
| Annual Report Gross Expense Ratio | 0.80 | 1.01 | 79% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 0.494 | 17.314 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 464M | 192% |
| Annual Yield % from dividends | 1.19 | 1.63 | 73% |
| Returns for 1 year | -1.08 | 15.63 | -7% |
| Returns for 3 years | 20.78 | 43.53 | 48% |
| Returns for 5 years | 2.04 | 27.60 | 7% |
| Returns for 10 years | 22.16 | 69.22 | 32% |