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BIBDX vs OAKWX
BIBDX vs OAKWX Comparison
Open Charts BIBDX vs OAKWX
BlackRock Global Dividend Instl
Price$13.06
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Oakmark Global Select Investor
Price$22.71
Change-$0.07 (-0.31%)
VolumeN/A
CapitalizationN/A
BIBDX vs OAKWX Comparison Chart
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BIBDX vs. OAKWX commentary
Nov 18, 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 Buy and OAKWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BIBDX has more cash in the bank: 1.08B 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). BIBDX annual gain was more profitable for investors over the last year : 18.61 vs. OAKWX (13.56). OAKWX return over 5 years is better than : 28.25 vs. BIBDX (9.60).
| 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 | 11.145 | 6.171 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 1.01B | 106% |
| Annual Yield % from dividends | 1.90 | 0.81 | 235% |
| Returns for 1 year | 18.61 | 13.56 | 137% |
| Returns for 3 years | 6.08 | -9.56 | -64% |
| Returns for 5 years | 9.60 | 28.25 | 34% |
| Returns for 10 years | 28.34 | 39.04 | 73% |
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