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DGEFX vs OAKGX
DGEFX vs OAKGX Comparison
Open Charts DGEFX vs OAKGX
Destinations Equity Income I
Price$13.44
Change+$0.09 (+0.67%)
VolumeN/A
Net Assets466.8M
Oakmark Global Investor
Price$35.50
Change+$0.37 (+1.05%)
VolumeN/A
Net Assets1.08B
DGEFX vs OAKGX Comparison Chart
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DGEFX vs. OAKGX commentary
Jun 07, 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 (467M). 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 : 14.14 vs. OAKGX (8.19). DGEFX return over 5 years is better than : 60.01 vs. OAKGX (46.19).
| 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 | 6.885 | 8.862 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 1.08B | 43% |
| Annual Yield % from dividends | 2.49 | 1.11 | 224% |
| Returns for 1 year | 14.14 | 8.19 | 173% |
| Returns for 3 years | 20.89 | 16.47 | 127% |
| Returns for 5 years | 60.01 | 46.19 | 130% |
| Returns for 10 years | N/A | 25.71 | - |
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