Interact to see
Advertisement
Advertisement
BIBDX vs OAKWX
BIBDX vs OAKWX Comparison
Open Charts BIBDX vs OAKWX
BlackRock Global Dividend Instl
Price$13.34
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets930.9M
Oakmark Global Select Investor
Price$25.85
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets1.02B
BIBDX vs OAKWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BIBDX vs. OAKWX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
OAKWX has more cash in the bank: 1.02B vs. BIBDX (931M). 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 : 12.10 vs. BIBDX (1.02). OAKWX return over 5 years is better than : 52.73 vs. BIBDX (17.67).
| 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 | 12.845 | 16.757 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 931M | 1.02B | 91% |
| Annual Yield % from dividends | 1.19 | 1.00 | 119% |
| Returns for 1 year | 1.02 | 12.10 | 8% |
| Returns for 3 years | 46.74 | 58.55 | 80% |
| Returns for 5 years | 17.67 | 52.73 | 34% |
| Returns for 10 years | 37.22 | 65.01 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement