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DGEFX vs OAKGX
DGEFX vs OAKGX Comparison
Open Charts DGEFX vs OAKGX
Destinations Equity Income I
Price$12.80
Change+$0.14 (+1.11%)
VolumeN/A
Net Assets470.17M
Oakmark Global Investor
Price$33.22
Change+$0.38 (+1.16%)
VolumeN/A
Net Assets1.07B
DGEFX vs OAKGX Comparison Chart
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DGEFX vs. OAKGX commentary
Apr 25, 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 (470M). DGEFX pays higher dividends than OAKGX: DGEFX (2.53) vs OAKGX (1.14). 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 . DGEFX is a more actively managed with annual turnover of: 51.00 vs. OAKGX (48.00). DGEFX (0) and OAKGX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 11.02 vs. OAKGX (2.98). OAKGX (71.61) and DGEFX (69.49) have equivalent 5 years return.
| 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 | 1.361 | 1.871 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 1.08B | 44% |
| Annual Yield % from dividends | 2.53 | 1.14 | 222% |
| Returns for 1 year | 11.02 | 2.98 | 370% |
| Returns for 3 years | 15.31 | 10.32 | 148% |
| Returns for 5 years | 69.49 | 71.61 | 97% |
| Returns for 10 years | N/A | 15.29 | - |
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