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BIBDX vs OAKGX
BIBDX vs OAKGX Comparison
Open Charts BIBDX vs OAKGX
BlackRock Global Dividend Instl
Price$11.73
Change-$0.40 (-3.30%)
VolumeN/A
Net Assets998.3M
Oakmark Global Investor
Price$32.93
Change-$1.24 (-3.63%)
VolumeN/A
Net Assets1.07B
BIBDX vs OAKGX Comparison Chart
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BIBDX vs. OAKGX commentary
Apr 04, 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 OAKGX is a Buy.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.08B vs. BIBDX (998M). BIBDX pays higher dividends than OAKGX: BIBDX (1.55) vs OAKGX (1.14). BIBDX was incepted earlier than OAKGX: BIBDX (17 years) vs OAKGX (26 years). OAKGX (1.12) is less costly to investors than BIBDX (0.80). BIBDX (50.00) and OAKGX (48.00) have comparable annual turnover. OAKGX has a lower initial minimum investment than BIBDX: OAKGX (0) vs BIBDX (2000000). OAKGX annual gain was more profitable for investors over the last year : 3.45 vs. BIBDX (0.64). OAKGX return over 5 years is better than : 98.85 vs. BIBDX (33.54).
| BIBDX | OAKGX | BIBDX / OAKGX | |
| Total Expense Ratio | 0.80 | 1.12 | 71% |
| Annual Report Gross Expense Ratio | 0.80 | 1.12 | 71% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 1.506 | 4.784 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 998M | 1.08B | 93% |
| Annual Yield % from dividends | 1.55 | 1.14 | 136% |
| Returns for 1 year | 0.64 | 3.45 | 19% |
| Returns for 3 years | 4.27 | 5.57 | 77% |
| Returns for 5 years | 33.54 | 98.85 | 34% |
| Returns for 10 years | 23.90 | 20.24 | 118% |
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