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DGEFX vs OAKWX
DGEFX vs OAKWX Comparison
Open Charts DGEFX vs OAKWX
Destinations Equity Income I
Price$12.78
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets505.38M
Oakmark Global Select Investor
Price$22.60
Change+$0.19 (+0.85%)
VolumeN/A
Net Assets962.84M
DGEFX vs OAKWX Comparison Chart
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DGEFX vs. OAKWX commentary
Jan 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 OAKWX is a Hold.
FUNDAMENTALS
Fundamentals
OAKWX has more cash in the bank: 963M vs. DGEFX (505M). DGEFX pays higher dividends than OAKWX: DGEFX (2.98) vs OAKWX (0.81). DGEFX was incepted earlier than OAKWX: DGEFX (8 years) vs OAKWX (18 years). DGEFX is a more actively managed with annual turnover of: 46.00 vs. OAKWX (32.00). DGEFX (0) and OAKWX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 17.29 vs. OAKWX (11.00). DGEFX return over 5 years is better than : 34.68 vs. OAKWX (22.74).
| DGEFX | OAKWX | DGEFX / OAKWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 1.995 | 2.078 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 963M | 52% |
| Annual Yield % from dividends | 2.98 | 0.81 | 368% |
| Returns for 1 year | 17.29 | 11.00 | 157% |
| Returns for 3 years | 15.63 | 1.33 | 1,178% |
| Returns for 5 years | 34.68 | 22.74 | 153% |
| Returns for 10 years | N/A | 53.99 | - |
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