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BIBDX vs OAKGX
BIBDX vs OAKGX Comparison
Open Charts BIBDX vs OAKGX
BlackRock Global Dividend Instl
Price$11.88
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets890.34M
Oakmark Global Investor
Price$39.25
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets1.1B
BIBDX vs OAKGX Comparison Chart in %
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BIBDX vs. OAKGX commentary
Dec 29, 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 OAKGX is a Buy.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.1B vs. BIBDX (890M). 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: 68.00 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 : 19.26 vs. BIBDX (-1.08). OAKGX return over 5 years is better than : 28.23 vs. BIBDX (2.04).
| 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 | 0.494 | 20.362 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 1.1B | 81% |
| Annual Yield % from dividends | 1.19 | 1.03 | 116% |
| Returns for 1 year | -1.08 | 19.26 | -6% |
| Returns for 3 years | 20.78 | 40.96 | 51% |
| Returns for 5 years | 2.04 | 28.23 | 7% |
| Returns for 10 years | 22.16 | 51.03 | 43% |
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