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BIBDX vs OAKWX
BIBDX vs OAKWX Comparison
Open Charts BIBDX vs OAKWX
BlackRock Global Dividend Instl
Price$11.33
Change-$0.30 (-2.58%)
VolumeN/A
Net Assets949.68M
Oakmark Global Select Investor
Price$22.31
Change-$0.60 (-2.62%)
VolumeN/A
Net Assets1.01B
BIBDX vs OAKWX Comparison Chart
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BIBDX vs. OAKWX commentary
Apr 11, 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 OAKWX is a Buy.
FUNDAMENTALS
Fundamentals
OAKWX has more cash in the bank: 1.01B vs. BIBDX (950M). BIBDX pays higher dividends than OAKWX: BIBDX (1.55) vs OAKWX (1.08). BIBDX was incepted earlier than OAKWX: BIBDX (17 years) vs OAKWX (19 years). OAKWX (1.13) is less costly to investors than BIBDX (0.80). BIBDX is a more actively managed with annual turnover of: 50.00 vs. OAKWX (44.00). OAKWX has a lower initial minimum investment than BIBDX: OAKWX (0) vs BIBDX (2000000). OAKWX annual gain was more profitable for investors over the last year : 4.16 vs. BIBDX (-2.19). OAKWX return over 5 years is better than : 64.74 vs. BIBDX (20.00).
| BIBDX | OAKWX | BIBDX / OAKWX | |
| Total Expense Ratio | 0.80 | 1.13 | 71% |
| Annual Report Gross Expense Ratio | 0.80 | 1.13 | 71% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | -2.411 | 0.768 | -314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 1.01B | 94% |
| Annual Yield % from dividends | 1.55 | 1.08 | 144% |
| Returns for 1 year | -2.19 | 4.16 | -53% |
| Returns for 3 years | 1.48 | 9.88 | 15% |
| Returns for 5 years | 20.00 | 64.74 | 31% |
| Returns for 10 years | 18.52 | 38.67 | 48% |
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