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BIBDX vs OAKGX
BIBDX vs OAKGX Comparison
Open Charts BIBDX vs OAKGX
BlackRock Global Dividend Instl
Price$13.05
Change-$0.08 (-0.61%)
VolumeN/A
Net Assets907.03M
Oakmark Global Investor
Price$36.57
Change-$0.35 (-0.95%)
VolumeN/A
Net Assets1.11B
BIBDX vs OAKGX Comparison Chart in %
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BIBDX vs. OAKGX commentary
Nov 20, 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 Hold and OAKGX is a Hold.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.11B vs. BIBDX (907M). BIBDX pays higher dividends than OAKGX: BIBDX (1.21) vs OAKGX (1.04). BIBDX was incepted earlier than OAKGX: BIBDX (18 years) vs OAKGX (26 years). OAKGX (1.12) is less costly to investors than BIBDX (0.80). OAKGX is a more actively managed with annual turnover of: 48.00 vs. BIBDX (44.00). 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 : 10.48 vs. BIBDX (2.65). OAKGX return over 5 years is better than : 27.34 vs. BIBDX (10.38).
| BIBDX | OAKGX | BIBDX / OAKGX | |
| Total Expense Ratio | 0.80 | 1.12 | 71% |
| Annual Report Gross Expense Ratio | 0.80 | 1.12 | 71% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 11.068 | 12.144 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 1.11B | 82% |
| Annual Yield % from dividends | 1.21 | 1.04 | 117% |
| Returns for 1 year | 2.65 | 10.48 | 25% |
| Returns for 3 years | 33.02 | 28.59 | 115% |
| Returns for 5 years | 10.38 | 27.34 | 38% |
| Returns for 10 years | 32.81 | 34.93 | 94% |
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