DGEFX
Price
$14.79
Change
+$0.08 (+0.54%)
Updated
Jun 2 closing price
Net Assets
492.29M
OAKGX
Price
$40.20
Change
+$0.03 (+0.07%)
Updated
Jun 2 closing price
Net Assets
1.09B
Interact to see
Advertisement

DGEFX vs OAKGX

Header iconDGEFX vs OAKGX Comparison
Open Charts DGEFX vs OAKGXBanner chart's image
DGEFX vs OAKGX Comparison Chart in %
View a ticker or compare two or three
VS
DGEFX vs. OAKGX commentary
Jun 04, 2026

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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.09B vs. DGEFX (492M). DGEFX pays higher dividends than OAKGX: DGEFX (1.85) vs OAKGX (1.09). DGEFX was incepted earlier than OAKGX: DGEFX (9 years) vs OAKGX (27 years). OAKGX (1.11) and DGEFX (1.07) have similar cost to investors . OAKGX is a more actively managed with annual turnover of: 68.00 vs. DGEFX (62.00). DGEFX (0) and OAKGX (0) have matching initial minimum investment requirements. OAKGX annual gain was more profitable for investors over the last year : 16.62 vs. DGEFX (12.98). DGEFX return over 5 years is better than : 47.36 vs. OAKGX (8.55).
DGEFXOAKGXDGEFX / OAKGX
Total Expense Ratio0.941.1185%
Annual Report Gross Expense Ratio1.071.1196%
Fund Existence9 years27 years-
Gain YTD8.2832.866289%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets492M1.09B45%
Annual Yield % from dividends1.851.09171%
Returns for 1 year12.9816.6278%
Returns for 3 years45.5931.03147%
Returns for 5 years47.368.55554%
Returns for 10 yearsN/A68.58-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NBHEX16.350.10
+0.62%
Neuberger Equity Income E
STRBX22.38N/A
N/A
Sterling Capital Behav Sm Cp Val Eq R6
FKKSX48.69N/A
N/A
Federated Hermes Kaufmann Small Cap R
EMECX17.75N/A
N/A
Ashmore Emerging Markets Equity C
HDGFX37.02N/A
N/A
Hartford Dividend and Growth F