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BIBDX vs OAKGX
BIBDX vs OAKGX Comparison
Open Charts BIBDX vs OAKGX
BlackRock Global Dividend Instl
Price$12.00
Change-$0.32 (-2.60%)
VolumeN/A
CapitalizationN/A
Oakmark Global Investor
Price$33.14
Change-$0.35 (-1.05%)
VolumeN/A
CapitalizationN/A
BIBDX vs OAKGX Comparison Chart
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BIBDX vs. OAKGX commentary
Dec 19, 2024
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 OAKGX is a Hold.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.13B vs. BIBDX (1.06B). BIBDX pays higher dividends than OAKGX: BIBDX (1.90) vs OAKGX (1.54). BIBDX was incepted earlier than OAKGX: BIBDX (17 years) vs OAKGX (25 years). BIBDX is a more actively managed with annual turnover of: 53.00 vs. OAKGX (47.00). OAKGX has a lower initial minimum investment than BIBDX: OAKGX (0) vs BIBDX (2000000). BIBDX annual gain was more profitable for investors over the last year : 8.04 vs. OAKGX (5.68). OAKGX return over 5 years is better than : 17.84 vs. BIBDX (7.28).
| BIBDX | OAKGX | BIBDX / OAKGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 6.480 | 4.199 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 1.13B | 94% |
| Annual Yield % from dividends | 1.90 | 1.54 | 124% |
| Returns for 1 year | 8.04 | 5.68 | 142% |
| Returns for 3 years | 5.98 | 1.47 | 407% |
| Returns for 5 years | 7.28 | 17.84 | 41% |
| Returns for 10 years | 27.75 | 19.80 | 140% |
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