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DGEFX vs OAKGX
DGEFX vs OAKGX Comparison
Open Charts DGEFX vs OAKGX
DGEFX vs OAKGX Comparison Chart in %
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DGEFX vs. OAKGX commentary
Sep 13, 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 Hold and OAKGX is a Hold.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.11B vs. DGEFX (525M). DGEFX pays higher dividends than OAKGX: DGEFX (1.80) vs OAKGX (1.01). DGEFX was incepted earlier than OAKGX: DGEFX (9 years) vs OAKGX (27 years). OAKGX (1.11) and DGEFX (1.10) 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 : 13.85 vs. DGEFX (8.55). DGEFX return over 5 years is better than : 53.98 vs. OAKGX (18.36).
| DGEFX | OAKGX | DGEFX / OAKGX | |
| Total Expense Ratio | 0.98 | 1.11 | 88% |
| Annual Report Gross Expense Ratio | 1.10 | 1.11 | 99% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 12.305 | 7.395 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 1.11B | 47% |
| Annual Yield % from dividends | 1.80 | 1.01 | 178% |
| Returns for 1 year | 8.55 | 13.85 | 62% |
| Returns for 3 years | 49.04 | 34.65 | 142% |
| Returns for 5 years | 53.98 | 18.36 | 294% |
| Returns for 10 years | N/A | 71.96 | - |
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