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BIBDX vs SGISX
BIBDX vs SGISX Comparison
Open Charts BIBDX vs SGISX
BlackRock Global Dividend Instl
Price$12.76
Change-$0.15 (-1.16%)
VolumeN/A
Net Assets1.02B
Steward Global Equity Income Fund I
Price$35.61
Change-$0.60 (-1.66%)
VolumeN/A
Net Assets416.39M
BIBDX vs SGISX Comparison Chart
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BIBDX vs. SGISX commentary
Jun 16, 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 SGISX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.02B vs. SGISX (416M). SGISX pays higher dividends than BIBDX: SGISX (2.10) vs BIBDX (1.34). BIBDX was incepted earlier than SGISX: BIBDX (17 years) vs SGISX (17 years). SGISX (1.01) is less costly to investors than BIBDX (0.80). SGISX is a more actively managed with annual turnover of: 59.00 vs. BIBDX (50.00). 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 : 9.59 vs. BIBDX (3.53). SGISX return over 5 years is better than : 44.32 vs. BIBDX (23.54).
| BIBDX | SGISX | BIBDX / SGISX | |
| Total Expense Ratio | 0.80 | 1.01 | 79% |
| Annual Report Gross Expense Ratio | 0.80 | 1.01 | 79% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 7.071 | 8.893 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 416M | 246% |
| Annual Yield % from dividends | 1.34 | 2.10 | 64% |
| Returns for 1 year | 3.53 | 9.59 | 37% |
| Returns for 3 years | 26.93 | 27.54 | 98% |
| Returns for 5 years | 23.54 | 44.32 | 53% |
| Returns for 10 years | 29.76 | 50.15 | 59% |
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