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DGEFX vs OAKGX
DGEFX vs OAKGX Comparison
Open Charts DGEFX vs OAKGX
Destinations Equity Income I
Price$13.57
Change+$0.12 (+0.89%)
VolumeN/A
Net Assets464.38M
Oakmark Global Investor
Price$35.76
Change+$0.32 (+0.90%)
VolumeN/A
Net Assets1.08B
DGEFX vs OAKGX Comparison Chart in %
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DGEFX vs. OAKGX commentary
Jun 27, 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 (464M). DGEFX pays higher dividends than OAKGX: DGEFX (2.49) vs OAKGX (1.11). 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 . 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 : 15.67 vs. OAKGX (11.19). DGEFX return over 5 years is better than : 74.86 vs. OAKGX (64.02).
| 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 | 7.686 | 9.660 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 1.08B | 43% |
| Annual Yield % from dividends | 2.49 | 1.11 | 224% |
| Returns for 1 year | 15.67 | 11.19 | 140% |
| Returns for 3 years | 29.37 | 26.44 | 111% |
| Returns for 5 years | 74.86 | 64.02 | 117% |
| Returns for 10 years | N/A | 28.05 | - |
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