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DGEFX vs OAKGX
DGEFX vs OAKGX Comparison
Open Charts DGEFX vs OAKGX
Destinations Equity Income I
Price$12.49
Change-$0.33 (-2.57%)
VolumeN/A
CapitalizationN/A
Oakmark Global Investor
Price$33.14
Change-$0.35 (-1.05%)
VolumeN/A
CapitalizationN/A
DGEFX vs OAKGX Comparison Chart
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DGEFX vs. OAKGX commentary
Dec 19, 2024
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 Hold and OAKGX is a Hold.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.13B vs. DGEFX (512M). DGEFX pays higher dividends than OAKGX: DGEFX (2.98) vs OAKGX (1.54). DGEFX was incepted earlier than OAKGX: DGEFX (8 years) vs OAKGX (25 years). OAKGX (47.00) and DGEFX (46.00) have comparable annual turnover. DGEFX (0) and OAKGX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 16.30 vs. OAKGX (5.68). DGEFX return over 5 years is better than : 36.26 vs. OAKGX (17.84).
| DGEFX | OAKGX | DGEFX / OAKGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 15.007 | 4.199 | 357% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 1.13B | 45% |
| Annual Yield % from dividends | 2.98 | 1.54 | 193% |
| Returns for 1 year | 16.30 | 5.68 | 287% |
| Returns for 3 years | 20.57 | 1.47 | 1,397% |
| Returns for 5 years | 36.26 | 17.84 | 203% |
| Returns for 10 years | N/A | 19.80 | - |
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