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BIBDX vs OAKGX
BIBDX vs OAKGX Comparison
Open Charts BIBDX vs OAKGX
BlackRock Global Dividend Instl
Price$12.59
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.02B
Oakmark Global Investor
Price$36.20
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets1.1B
BIBDX vs OAKGX Comparison Chart in %
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BIBDX vs. OAKGX commentary
Jul 22, 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: 1.1B vs. BIBDX (1.02B). BIBDX pays higher dividends than OAKGX: BIBDX (1.29) vs OAKGX (1.08). 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 : 9.99 vs. BIBDX (0.26). OAKGX return over 5 years is better than : 52.95 vs. BIBDX (16.06).
| 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 | 6.119 | 11.009 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 1.1B | 93% |
| Annual Yield % from dividends | 1.29 | 1.08 | 120% |
| Returns for 1 year | 0.26 | 9.99 | 3% |
| Returns for 3 years | 25.48 | 29.33 | 87% |
| Returns for 5 years | 16.06 | 52.95 | 30% |
| Returns for 10 years | 28.53 | 29.49 | 97% |
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