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BIBDX vs OAKWX
BIBDX vs OAKWX Comparison
Open Charts BIBDX vs OAKWX
BlackRock Global Dividend Instl
Price$11.88
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets890.34M
Oakmark Global Select Investor
Price$26.44
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets988.32M
BIBDX vs OAKWX Comparison Chart in %
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BIBDX vs. OAKWX 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 OAKWX is a Hold.
FUNDAMENTALS
Fundamentals
OAKWX has more cash in the bank: 988M vs. BIBDX (890M). BIBDX pays higher dividends than OAKWX: BIBDX (1.19) vs OAKWX (1.00). 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 : 18.25 vs. BIBDX (-1.08). OAKWX return over 5 years is better than : 30.57 vs. BIBDX (2.04).
| 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 | 0.494 | 19.422 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 988M | 90% |
| Annual Yield % from dividends | 1.19 | 1.00 | 120% |
| Returns for 1 year | -1.08 | 18.25 | -6% |
| Returns for 3 years | 20.78 | 53.67 | 39% |
| Returns for 5 years | 2.04 | 30.57 | 7% |
| Returns for 10 years | 22.16 | 75.67 | 29% |