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BIBDX vs OAKWX
BIBDX vs OAKWX Comparison
Open Charts BIBDX vs OAKWX
BlackRock Global Dividend Instl
Price$13.60
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets934.15M
Oakmark Global Select Investor
Price$25.97
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets988.32M
BIBDX vs OAKWX Comparison Chart in %
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BIBDX vs. OAKWX commentary
Dec 04, 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 OAKWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKWX has more cash in the bank: 988M vs. BIBDX (934M). 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). BIBDX (44.00) and OAKWX (44.00) have comparable annual turnover. 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 : 13.94 vs. BIBDX (3.47). OAKWX return over 5 years is better than : 28.34 vs. BIBDX (16.78).
| 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 | 14.283 | 16.938 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 934M | 988M | 95% |
| Annual Yield % from dividends | 1.19 | 1.00 | 120% |
| Returns for 1 year | 3.47 | 13.94 | 25% |
| Returns for 3 years | 32.34 | 42.59 | 76% |
| Returns for 5 years | 16.78 | 28.34 | 59% |
| Returns for 10 years | 36.43 | 61.02 | 60% |
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