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BIBDX vs OAKWX
BIBDX vs OAKWX Comparison
Open Charts BIBDX vs OAKWX
BlackRock Global Dividend Instl
Price$13.06
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets901.54M
Oakmark Global Select Investor
Price$25.16
Change-$0.08 (-0.32%)
VolumeN/A
Net Assets985.87M
BIBDX vs OAKWX Comparison Chart in %
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BIBDX vs. OAKWX commentary
Nov 20, 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
OAKWX has more cash in the bank: 986M vs. BIBDX (902M). BIBDX pays higher dividends than OAKWX: BIBDX (1.21) vs OAKWX (1.02). BIBDX was incepted earlier than OAKWX: BIBDX (18 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 : 11.70 vs. BIBDX (2.03). OAKWX return over 5 years is better than : 31.31 vs. BIBDX (10.13).
| BIBDX | OAKWX | BIBDX / OAKWX | |
| Total Expense Ratio | 0.80 | 1.13 | 71% |
| Annual Report Gross Expense Ratio | 0.80 | 1.13 | 71% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 10.392 | 13.640 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 902M | 986M | 91% |
| Annual Yield % from dividends | 1.21 | 1.02 | 119% |
| Returns for 1 year | 2.03 | 11.70 | 17% |
| Returns for 3 years | 32.21 | 43.13 | 75% |
| Returns for 5 years | 10.13 | 31.31 | 32% |
| Returns for 10 years | 32.00 | 56.01 | 57% |
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