BlackRock Global Dividend Portfolio (BIBDX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BIBDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIBDX
BIBDX charges 0.75% annually. There are 55 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | BIBDX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | BIBDX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | BIBDX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | BIBDX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | BIBDX vs UCEQX |
Best Risk-Adjusted Alternatives to BIBDX
BIBDX has a PortfoliosLab risk / return rank of 44. There are 106 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | BIBDX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | BIBDX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | BIBDX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | BIBDX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | BIBDX vs PGVFX |
Top Performing BIBDX Alternatives (YTD)
BIBDX is at 10.10% YTD. There are 132 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | BIBDX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | BIBDX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | BIBDX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | BIBDX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | BIBDX vs YFSNX |
Lowest Volatility Alternatives to BIBDX
BIBDX has 12.66% 1-year volatility. There are 64 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | BIBDX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | BIBDX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | BIBDX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | BIBDX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | BIBDX vs SGMAX |
Lowest Drawdown Alternatives to BIBDX
BIBDX has a 1-year max drawdown of -10.38%. There are 113 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | BIBDX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | BIBDX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | BIBDX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | BIBDX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | BIBDX vs SVTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 15.10% | — | Sep 2021 | BIBDX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | BIBDX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | BIBDX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | BIBDX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | BIBDX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | BIBDX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | BIBDX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | BIBDX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | BIBDX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | BIBDX vs FAMRX |
Often Compared With BIBDX
Investors most often compare BIBDX with INAA.L, ACWI, SCHD. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare BIBDX with Any Fund or Stock
Compare BIBDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIBDX with funds that move differently
BlackRock Global Dividend Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIBDX.
Explore BIBDX Diversifiers