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DGEFX vs OAKGX
DGEFX vs OAKGX Comparison
Open Charts DGEFX vs OAKGX
Destinations Equity Income I
Price$14.23
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets479.74M
Oakmark Global Investor
Price$37.61
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets1.11B
DGEFX vs OAKGX Comparison Chart in %
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DGEFX vs. OAKGX commentary
Sep 19, 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: 1.11B vs. DGEFX (480M). DGEFX pays higher dividends than OAKGX: DGEFX (2.34) vs OAKGX (1.05). DGEFX was incepted earlier than OAKGX: DGEFX (9 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 : 13.76 vs. OAKGX (12.65). DGEFX return over 5 years is better than : 76.29 vs. OAKGX (53.48).
| DGEFX | OAKGX | DGEFX / OAKGX | |
| Total Expense Ratio | 0.94 | 1.12 | 84% |
| Annual Report Gross Expense Ratio | 1.07 | 1.12 | 96% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 14.822 | 15.333 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 1.11B | 43% |
| Annual Yield % from dividends | 2.34 | 1.05 | 223% |
| Returns for 1 year | 13.76 | 12.65 | 109% |
| Returns for 3 years | 39.99 | 38.41 | 104% |
| Returns for 5 years | 76.29 | 53.48 | 143% |
| Returns for 10 years | N/A | 45.73 | - |
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