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BIBDX vs OAKWX
BIBDX vs OAKWX Comparison
Open Charts BIBDX vs OAKWX
BlackRock Global Dividend Instl
Price$13.34
Change-$0.14 (-1.04%)
VolumeN/A
Net Assets911.4M
Oakmark Global Select Investor
Price$26.03
Change-$0.19 (-0.72%)
VolumeN/A
Net Assets1.01B
BIBDX vs OAKWX Comparison Chart in %
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BIBDX vs. OAKWX commentary
Feb 03, 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 OAKWX is a Buy.
FUNDAMENTALS
Fundamentals
OAKWX has more cash in the bank: 1.01B vs. BIBDX (911M). OAKWX (1.38) and BIBDX (1.34) have matching dividends . 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). OAKWX is a more actively managed with annual turnover of: 65.00 vs. BIBDX (44.00). 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 : 17.87 vs. BIBDX (-0.43). OAKWX return over 5 years is better than : 30.91 vs. BIBDX (4.86).
| 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 | 4.146 | 3.985 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 911M | 1.01B | 90% |
| Annual Yield % from dividends | 1.34 | 1.38 | 97% |
| Returns for 1 year | -0.43 | 17.87 | -2% |
| Returns for 3 years | 16.63 | 41.26 | 40% |
| Returns for 5 years | 4.86 | 30.91 | 16% |
| Returns for 10 years | 34.19 | 110.45 | 31% |
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