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DGEFX vs OAKGX
DGEFX vs OAKGX Comparison
Open Charts DGEFX vs OAKGX
Destinations Equity Income I
Price$13.77
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets465.19M
Oakmark Global Investor
Price$35.89
Change+$0.23 (+0.64%)
VolumeN/A
Net Assets1.09B
DGEFX vs OAKGX Comparison Chart in %
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DGEFX vs. OAKGX commentary
Aug 08, 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 StrongBuy and OAKGX is a Hold.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.09B vs. DGEFX (465M). 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 : 18.29 vs. OAKGX (13.11). DGEFX return over 5 years is better than : 68.98 vs. OAKGX (48.31).
| 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 | 11.111 | 9.353 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 1.09B | 43% |
| Annual Yield % from dividends | 2.43 | 1.08 | 224% |
| Returns for 1 year | 18.29 | 13.11 | 140% |
| Returns for 3 years | 32.26 | 23.16 | 139% |
| Returns for 5 years | 68.98 | 48.31 | 143% |
| Returns for 10 years | N/A | 26.32 | - |
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