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DGEFX vs OAKGX
DGEFX vs OAKGX Comparison
Open Charts DGEFX vs OAKGX
Destinations Equity Income I
Price$13.63
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets465.39M
Oakmark Global Investor
Price$36.08
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets1.1B
DGEFX vs OAKGX Comparison Chart in %
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DGEFX vs. OAKGX commentary
Jul 18, 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 Hold.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.1B vs. DGEFX (465M). DGEFX pays higher dividends than OAKGX: DGEFX (2.44) 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 : 12.80 vs. OAKGX (8.04). DGEFX return over 5 years is better than : 70.16 vs. OAKGX (55.28).
| 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 | 9.416 | 10.641 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 1.1B | 42% |
| Annual Yield % from dividends | 2.44 | 1.08 | 227% |
| Returns for 1 year | 12.80 | 8.04 | 159% |
| Returns for 3 years | 34.00 | 33.88 | 100% |
| Returns for 5 years | 70.16 | 55.28 | 127% |
| Returns for 10 years | N/A | 26.67 | - |
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