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BIBDX vs OAKWX
BIBDX vs OAKWX Comparison
Open Charts BIBDX vs OAKWX
BlackRock Global Dividend Instl
Price$12.00
Change-$0.32 (-2.60%)
VolumeN/A
CapitalizationN/A
Oakmark Global Select Investor
Price$21.98
Change-$0.55 (-2.44%)
VolumeN/A
CapitalizationN/A
BIBDX vs OAKWX Comparison Chart
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BIBDX vs. OAKWX commentary
Dec 19, 2024
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 (1.06B) and OAKWX (1.02B) have equal amount of cash in the bank . 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 (8.34) and BIBDX (8.04) have marching annual gain over last year. OAKWX return over 5 years is better than : 25.95 vs. BIBDX (7.28).
| 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 | 6.480 | 6.519 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 1.02B | 104% |
| Annual Yield % from dividends | 1.90 | 0.81 | 235% |
| Returns for 1 year | 8.04 | 8.34 | 96% |
| Returns for 3 years | 5.98 | 4.13 | 145% |
| Returns for 5 years | 7.28 | 25.95 | 28% |
| Returns for 10 years | 27.75 | 45.78 | 61% |
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