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BIBDX vs UGEIX
BIBDX vs UGEIX Comparison
Open Charts BIBDX vs UGEIX
BlackRock Global Dividend Instl
Price$13.34
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets930.9M
Victory Global Equity Income
Price$12.56
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.37M
BIBDX vs UGEIX Comparison Chart in %
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BIBDX vs. UGEIX commentary
Oct 19, 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 UGEIX is a Hold.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 931M vs. UGEIX (69.4M). UGEIX pays higher dividends than BIBDX: UGEIX (1.66) vs BIBDX (1.19). 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). BIBDX annual gain was more profitable for investors over the last year : 1.02 vs. UGEIX (-5.11). UGEIX return over 5 years is better than : 30.06 vs. BIBDX (17.67).
| 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 | 12.845 | 21.747 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 69.4M | 1,341% |
| Annual Yield % from dividends | 1.19 | 1.66 | 71% |
| Returns for 1 year | 1.02 | -5.11 | -20% |
| Returns for 3 years | 46.74 | 28.34 | 165% |
| Returns for 5 years | 17.67 | 30.06 | 59% |
| Returns for 10 years | 37.22 | 50.55 | 74% |
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