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BIBDX vs OAKWX
BIBDX vs OAKWX Comparison
Open Charts BIBDX vs OAKWX
BlackRock Global Dividend Instl
Price$12.88
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets1.03B
Oakmark Global Select Investor
Price$25.62
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.01B
BIBDX vs OAKWX Comparison Chart in %
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BIBDX vs. OAKWX commentary
Sep 06, 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
BIBDX (1.03B) and OAKWX (1.02B) have equal amount of cash in the bank . BIBDX pays higher dividends than OAKWX: BIBDX (1.24) vs OAKWX (1.01). 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 (44.00) and OAKWX (44.00) have comparable annual turnover. 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 : 12.90 vs. BIBDX (0.91). OAKWX return over 5 years is better than : 48.89 vs. BIBDX (16.47).
| 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 | 8.650 | 15.718 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 1.02B | 102% |
| Annual Yield % from dividends | 1.24 | 1.01 | 123% |
| Returns for 1 year | 0.91 | 12.90 | 7% |
| Returns for 3 years | 35.54 | 49.67 | 72% |
| Returns for 5 years | 16.47 | 48.89 | 34% |
| Returns for 10 years | 37.95 | 69.68 | 54% |
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