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BIBDX vs OAKGX
BIBDX vs OAKGX Comparison
Open Charts BIBDX vs OAKGX
BlackRock Global Dividend Instl
Price$12.85
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.03B
Oakmark Global Investor
Price$37.08
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets1.09B
BIBDX vs OAKGX Comparison Chart in %
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BIBDX vs. OAKGX commentary
Aug 30, 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: 1.09B vs. BIBDX (1.03B). BIBDX pays higher dividends than OAKGX: BIBDX (1.26) 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). 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 : 9.83 vs. BIBDX (-0.63). OAKGX return over 5 years is better than : 45.93 vs. BIBDX (14.41).
| 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 | 8.313 | 13.707 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 1.09B | 94% |
| Annual Yield % from dividends | 1.26 | 1.08 | 116% |
| Returns for 1 year | -0.63 | 9.83 | -6% |
| Returns for 3 years | 30.80 | 33.96 | 91% |
| Returns for 5 years | 14.41 | 45.93 | 31% |
| Returns for 10 years | 37.40 | 42.63 | 88% |
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