Interact to see
Advertisement
Advertisement
DGEFX vs OAKGX
DGEFX vs OAKGX Comparison
Open Charts DGEFX vs OAKGX
Destinations Equity Income I
Price$14.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets475.77M
Oakmark Global Investor
Price$37.08
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets1.09B
DGEFX vs OAKGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. OAKGX commentary
Aug 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 DGEFX is a Buy and OAKGX is a Buy.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.09B vs. DGEFX (476M). DGEFX pays higher dividends than OAKGX: DGEFX (2.43) vs OAKGX (1.08). DGEFX was incepted earlier than OAKGX: DGEFX (8 years) vs OAKGX (26 years). OAKGX (1.12) and DGEFX (1.07) have similar cost to investors . OAKGX is a more actively managed with annual turnover of: 48.00 vs. DGEFX (45.00). DGEFX (0) and OAKGX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 14.39 vs. OAKGX (9.83). DGEFX return over 5 years is better than : 71.58 vs. OAKGX (45.93).
| DGEFX | OAKGX | DGEFX / OAKGX | |
| Total Expense Ratio | 0.94 | 1.12 | 84% |
| Annual Report Gross Expense Ratio | 1.07 | 1.12 | 96% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 14.015 | 13.707 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 476M | 1.09B | 44% |
| Annual Yield % from dividends | 2.43 | 1.08 | 224% |
| Returns for 1 year | 14.39 | 9.83 | 146% |
| Returns for 3 years | 36.20 | 33.96 | 107% |
| Returns for 5 years | 71.58 | 45.93 | 156% |
| Returns for 10 years | N/A | 42.63 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement