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BIBDX vs OAKGX
BIBDX vs OAKGX Comparison
Open Charts BIBDX vs OAKGX
BlackRock Global Dividend Instl
Price$13.34
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets928.23M
Oakmark Global Investor
Price$37.65
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets1.12B
BIBDX vs OAKGX Comparison Chart in %
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BIBDX vs. OAKGX commentary
Oct 19, 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 OAKGX is a Hold.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.12B vs. BIBDX (928M). BIBDX pays higher dividends than OAKGX: BIBDX (1.19) vs OAKGX (1.03). BIBDX was incepted earlier than OAKGX: BIBDX (18 years) vs OAKGX (26 years). OAKGX (1.12) is less costly to investors than BIBDX (0.80). OAKGX is a more actively managed with annual turnover of: 48.00 vs. BIBDX (44.00). OAKGX has a lower initial minimum investment than BIBDX: OAKGX (0) vs BIBDX (2000000). OAKGX annual gain was more profitable for investors over the last year : 10.22 vs. BIBDX (1.02). OAKGX return over 5 years is better than : 50.51 vs. BIBDX (17.67).
| BIBDX | OAKGX | BIBDX / OAKGX | |
| Total Expense Ratio | 0.80 | 1.12 | 71% |
| Annual Report Gross Expense Ratio | 0.80 | 1.12 | 71% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 12.845 | 15.455 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 928M | 1.12B | 83% |
| Annual Yield % from dividends | 1.19 | 1.03 | 115% |
| Returns for 1 year | 1.02 | 10.22 | 10% |
| Returns for 3 years | 46.74 | 46.47 | 101% |
| Returns for 5 years | 17.67 | 50.51 | 35% |
| Returns for 10 years | 37.22 | 41.23 | 90% |
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