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DGEFX vs OAKGX
DGEFX vs OAKGX Comparison
Open Charts DGEFX vs OAKGX
Destinations Equity Income I
Price$12.80
Change-$0.35 (-2.66%)
VolumeN/A
Net Assets496.61M
Oakmark Global Investor
Price$32.93
Change-$1.24 (-3.63%)
VolumeN/A
Net Assets1.07B
DGEFX vs OAKGX Comparison Chart
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DGEFX vs. OAKGX commentary
Apr 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 DGEFX is a Buy and OAKGX is a Buy.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.08B vs. DGEFX (497M). DGEFX pays higher dividends than OAKGX: DGEFX (2.53) vs OAKGX (1.14). DGEFX was incepted earlier than OAKGX: DGEFX (8 years) vs OAKGX (26 years). OAKGX (1.12) and DGEFX (1.08) have similar cost to investors . DGEFX is a more actively managed with annual turnover of: 51.00 vs. OAKGX (48.00). DGEFX (0) and OAKGX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 14.14 vs. OAKGX (3.45). OAKGX return over 5 years is better than : 98.85 vs. DGEFX (91.18).
| DGEFX | OAKGX | DGEFX / OAKGX | |
| Total Expense Ratio | 0.96 | 1.12 | 86% |
| Annual Report Gross Expense Ratio | 1.08 | 1.12 | 96% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 5.284 | 4.784 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 1.08B | 46% |
| Annual Yield % from dividends | 2.53 | 1.14 | 222% |
| Returns for 1 year | 14.14 | 3.45 | 410% |
| Returns for 3 years | 17.63 | 5.57 | 317% |
| Returns for 5 years | 91.18 | 98.85 | 92% |
| Returns for 10 years | N/A | 20.24 | - |
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