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BIBDX vs OAKWX
BIBDX vs OAKWX Comparison
Open Charts BIBDX vs OAKWX
BlackRock Global Dividend Instl
Price$12.57
Change-$0.16 (-1.26%)
VolumeN/A
Net Assets1.07B
Oakmark Global Select Investor
Price$24.07
Change-$0.10 (-0.41%)
VolumeN/A
Net Assets1.01B
BIBDX vs OAKWX Comparison Chart
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BIBDX vs. OAKWX commentary
Feb 23, 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 OAKWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.07B vs. OAKWX (1.01B). BIBDX pays higher dividends than OAKWX: BIBDX (1.90) vs OAKWX (0.81). BIBDX was incepted earlier than OAKWX: BIBDX (17 years) vs OAKWX (18 years). BIBDX is a more actively managed with annual turnover of: 53.00 vs. OAKWX (32.00). 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 : 13.53 vs. BIBDX (6.58). OAKWX return over 5 years is better than : 36.79 vs. BIBDX (10.42).
| BIBDX | OAKWX | BIBDX / OAKWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 6.527 | 8.717 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 1.01B | 106% |
| Annual Yield % from dividends | 1.90 | 0.81 | 235% |
| Returns for 1 year | 6.58 | 13.53 | 49% |
| Returns for 3 years | 11.41 | 12.83 | 89% |
| Returns for 5 years | 10.42 | 36.79 | 28% |
| Returns for 10 years | 27.69 | 50.33 | 55% |
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