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BIBDX vs OAZWX
BIBDX vs OAZWX Comparison
Open Charts BIBDX vs OAZWX
BlackRock Global Dividend Instl
Price$12.22
Change-$1.12 (-8.40%)
VolumeN/A
Net Assets917.5M
Oakmark Global Select R6
Price$27.11
Change+$1.07 (+4.11%)
VolumeN/A
Net Assets1.01B
BIBDX vs OAZWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAZWX has more cash in the bank: 1.01B vs. BIBDX (917M). OAZWX pays higher dividends than BIBDX: OAZWX (1.66) vs BIBDX (1.34). BIBDX was incepted earlier than OAZWX: BIBDX (18 years) vs OAZWX (5 years). OAZWX (0.84) and BIBDX (0.80) have similar cost to investors . OAZWX is a more actively managed with annual turnover of: 65.00 vs. BIBDX (44.00). OAZWX has a lower initial minimum investment than BIBDX: OAZWX (1000000) vs BIBDX (2000000). OAZWX annual gain was more profitable for investors over the last year : 18.27 vs. BIBDX (-0.36). OAZWX return over 5 years is better than : 29.02 vs. BIBDX (3.69).
| BIBDX | OAZWX | BIBDX / OAZWX | |
| Total Expense Ratio | 0.80 | 0.84 | 95% |
| Annual Report Gross Expense Ratio | 0.80 | 0.84 | 95% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 3.384 | 3.080 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 917M | 1.01B | 91% |
| Annual Yield % from dividends | 1.34 | 1.66 | 81% |
| Returns for 1 year | -0.36 | 18.27 | -2% |
| Returns for 3 years | 15.78 | 41.23 | 38% |
| Returns for 5 years | 3.69 | 29.02 | 13% |
| Returns for 10 years | 33.21 | N/A | - |
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