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BIBDX vs OAKGX
BIBDX vs OAKGX Comparison
Open Charts BIBDX vs OAKGX
BlackRock Global Dividend Instl
Price$12.22
Change-$1.12 (-8.40%)
VolumeN/A
Net Assets917.5M
Oakmark Global Investor
Price$40.00
Change+$2.33 (+6.19%)
VolumeN/A
Net Assets1.14B
BIBDX vs OAKGX Comparison Chart in %
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BIBDX vs. OAKGX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.14B vs. BIBDX (917M). BIBDX pays higher dividends than OAKGX: BIBDX (1.34) vs OAKGX (1.08). BIBDX was incepted earlier than OAKGX: BIBDX (18 years) vs OAKGX (27 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 : 19.78 vs. BIBDX (-0.36). OAKGX return over 5 years is better than : 23.71 vs. BIBDX (3.69).
| 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 | 27 years | - |
| Gain YTD | 3.384 | 2.354 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 917M | 1.14B | 80% |
| Annual Yield % from dividends | 1.34 | 1.08 | 125% |
| Returns for 1 year | -0.36 | 19.78 | -2% |
| Returns for 3 years | 15.78 | 26.65 | 59% |
| Returns for 5 years | 3.69 | 23.71 | 16% |
| Returns for 10 years | 33.21 | 84.53 | 39% |
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