BIBDX
Price
$12.88
Change
+$0.05 (+0.39%)
Updated
Sep 4 closing price
Net Assets
1.03B
UGEIX
Price
$12.42
Change
+$0.13 (+1.06%)
Updated
Sep 4 closing price
Net Assets
68.34M
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BIBDX vs UGEIX

Header iconBIBDX vs UGEIX Comparison
Open Charts BIBDX vs UGEIXBanner chart's image
BlackRock Global Dividend Instl
Price$12.88
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets1.03B
Victory Global Equity Income
Price$12.42
Change+$0.13 (+1.06%)
VolumeN/A
Net Assets68.34M
BIBDX vs UGEIX Comparison Chart in %
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BIBDX vs. UGEIX commentary
Sep 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 Hold and UGEIX is a Buy.

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FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.03B vs. UGEIX (68.3M). UGEIX pays higher dividends than BIBDX: UGEIX (1.85) vs BIBDX (1.24). BIBDX was incepted earlier than UGEIX: BIBDX (17 years) vs UGEIX (10 years). UGEIX (1.18) is less costly to investors than BIBDX (0.80). UGEIX is a more actively managed with annual turnover of: 83.00 vs. BIBDX (44.00). UGEIX has a lower initial minimum investment than BIBDX: UGEIX (3000) vs BIBDX (2000000). BIBDX annual gain was more profitable for investors over the last year : 1.61 vs. UGEIX (-3.02). UGEIX return over 5 years is better than : 31.68 vs. BIBDX (17.29).
BIBDXUGEIXBIBDX / UGEIX
Total Expense Ratio0.801.0378%
Annual Report Gross Expense Ratio0.801.1868%
Fund Existence17 years10 years-
Gain YTD9.40919.98947%
Front LoadN/AN/A-
Min. Initial Investment2000000300066,667%
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B68.3M1,514%
Annual Yield % from dividends1.241.8567%
Returns for 1 year1.61-3.02-53%
Returns for 3 years36.4822.54162%
Returns for 5 years17.2931.6855%
Returns for 10 years38.9253.5073%
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