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BIBDX vs SGISX
BIBDX vs SGISX Comparison
Open Charts BIBDX vs SGISX
BlackRock Global Dividend Instl
Price$13.15
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets1.05B
Steward Global Equity Income Fund I
Price$37.21
Change+$0.23 (+0.62%)
VolumeN/A
Net Assets435.49M
BIBDX vs SGISX Comparison Chart in %
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BIBDX vs. SGISX 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 SGISX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.05B vs. SGISX (435M). SGISX pays higher dividends than BIBDX: SGISX (1.88) vs BIBDX (1.29). 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 : 14.30 vs. BIBDX (5.68). SGISX return over 5 years is better than : 49.83 vs. BIBDX (25.44).
| 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 | 10.344 | 13.785 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 435M | 240% |
| Annual Yield % from dividends | 1.29 | 1.88 | 69% |
| Returns for 1 year | 5.68 | 14.30 | 40% |
| Returns for 3 years | 28.40 | 32.30 | 88% |
| Returns for 5 years | 25.44 | 49.83 | 51% |
| Returns for 10 years | 35.76 | 60.04 | 60% |
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