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BIBDX vs UGEIX
BIBDX vs UGEIX Comparison
Open Charts BIBDX vs UGEIX
BlackRock Global Dividend Instl
Price$12.82
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets1.03B
Victory Global Equity Income
Price$12.24
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets67.48M
BIBDX vs UGEIX Comparison Chart in %
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BIBDX vs. UGEIX commentary
Aug 18, 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 StrongBuy and UGEIX is a Buy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.03B vs. UGEIX (67.5M). UGEIX pays higher dividends than BIBDX: UGEIX (1.93) vs BIBDX (1.26). 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 (50.00). 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 : 0.75 vs. UGEIX (-3.61). UGEIX return over 5 years is better than : 29.28 vs. BIBDX (15.84).
| BIBDX | UGEIX | BIBDX / UGEIX | |
| Total Expense Ratio | 0.80 | 1.03 | 78% |
| Annual Report Gross Expense Ratio | 0.80 | 1.18 | 68% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 8.144 | 18.250 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 67.5M | 1,532% |
| Annual Yield % from dividends | 1.26 | 1.93 | 65% |
| Returns for 1 year | 0.75 | -3.61 | -21% |
| Returns for 3 years | 22.21 | 11.10 | 200% |
| Returns for 5 years | 15.84 | 29.28 | 54% |
| Returns for 10 years | 30.11 | 42.22 | 71% |
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