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BIBDX vs UGEIX
BIBDX vs UGEIX Comparison
Open Charts BIBDX vs UGEIX
BlackRock Global Dividend Instl
Price$12.15
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets912.57M
Victory Global Equity Income
Price$12.43
Change+$0.09 (+0.73%)
VolumeN/A
Net Assets73.45M
BIBDX vs UGEIX Comparison Chart in %
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BIBDX vs. UGEIX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 913M vs. UGEIX (73.4M). UGEIX pays higher dividends than BIBDX: UGEIX (1.89) vs BIBDX (1.38). BIBDX was incepted earlier than UGEIX: BIBDX (18 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). UGEIX annual gain was more profitable for investors over the last year : 20.13 vs. BIBDX (3.30). UGEIX return over 5 years is better than : 19.02 vs. BIBDX (2.77).
| BIBDX | UGEIX | BIBDX / UGEIX | |
| Total Expense Ratio | 0.80 | 1.03 | 78% |
| Annual Report Gross Expense Ratio | 0.80 | 1.18 | 68% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 2.792 | 3.325 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 913M | 73.4M | 1,244% |
| Annual Yield % from dividends | 1.38 | 1.89 | 73% |
| Returns for 1 year | 3.30 | 20.13 | 16% |
| Returns for 3 years | 17.22 | 22.39 | 77% |
| Returns for 5 years | 2.77 | 19.02 | 15% |
| Returns for 10 years | 36.86 | 66.91 | 55% |
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