DGEFX
Price
$14.96
Change
+$0.01 (+0.07%)
Updated
Jul 13 closing price
Net Assets
505.28M
OAKGX
Price
$40.42
Change
+$0.03 (+0.07%)
Updated
Jul 13 closing price
Net Assets
1.08B
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DGEFX vs OAKGX

DGEFX vs OAKGX Comparison Chart in %
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DGEFX vs. OAKGX commentary
Jul 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.08B vs. DGEFX (505M). DGEFX pays higher dividends than OAKGX: DGEFX (1.87) vs OAKGX (1.09). 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 : 12.02 vs. DGEFX (11.30). DGEFX return over 5 years is better than : 50.89 vs. OAKGX (12.65).
DGEFXOAKGXDGEFX / OAKGX
Total Expense Ratio0.981.1188%
Annual Report Gross Expense Ratio1.101.1199%
Fund Existence9 years27 years-
Gain YTD10.2403.429299%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets505M1.08B47%
Annual Yield % from dividends1.871.09172%
Returns for 1 year11.3012.0294%
Returns for 3 years43.8223.54186%
Returns for 5 years50.8912.65402%
Returns for 10 yearsN/A71.93-
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