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BIBDX vs OAKWX
BIBDX vs OAKWX Comparison
Open Charts BIBDX vs OAKWX
BlackRock Global Dividend Instl
Price$12.65
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets1.02B
Oakmark Global Select Investor
Price$24.89
Change+$0.19 (+0.77%)
VolumeN/A
Net Assets999.9M
BIBDX vs OAKWX Comparison Chart in %
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BIBDX vs. OAKWX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
BIBDX (1.02B) and OAKWX (1B) have equal amount of cash in the bank . BIBDX pays higher dividends than OAKWX: BIBDX (1.26) vs OAKWX (1.04). 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 : 14.01 vs. BIBDX (3.76). OAKWX return over 5 years is better than : 49.54 vs. BIBDX (15.37).
| 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 | 6.372 | 11.563 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 1B | 102% |
| Annual Yield % from dividends | 1.26 | 1.04 | 121% |
| Returns for 1 year | 3.76 | 14.01 | 27% |
| Returns for 3 years | 22.99 | 33.73 | 68% |
| Returns for 5 years | 15.37 | 49.54 | 31% |
| Returns for 10 years | 26.20 | 49.25 | 53% |
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