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DGEFX vs OAKWX
DGEFX vs OAKWX Comparison
Open Charts DGEFX vs OAKWX
Destinations Equity Income I
Price$13.00
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets476.66M
Oakmark Global Select Investor
Price$24.32
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets1.03B
DGEFX vs OAKWX Comparison Chart
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DGEFX vs. OAKWX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
OAKWX has more cash in the bank: 1.03B vs. DGEFX (477M). DGEFX pays higher dividends than OAKWX: DGEFX (2.57) vs OAKWX (1.08). DGEFX was incepted earlier than OAKWX: DGEFX (8 years) vs OAKWX (19 years). OAKWX (1.13) and DGEFX (1.08) have similar cost to investors . DGEFX is a more actively managed with annual turnover of: 51.00 vs. OAKWX (44.00). DGEFX (0) and OAKWX (0) have matching initial minimum investment requirements. OAKWX (11.44) and DGEFX (10.89) have marching annual gain over last year. OAKWX return over 5 years is better than : 74.45 vs. DGEFX (70.71).
| DGEFX | OAKWX | DGEFX / OAKWX | |
| Total Expense Ratio | 0.96 | 1.13 | 85% |
| Annual Report Gross Expense Ratio | 1.08 | 1.13 | 96% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 3.843 | 9.846 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 1.03B | 46% |
| Annual Yield % from dividends | 2.57 | 1.08 | 237% |
| Returns for 1 year | 10.89 | 11.44 | 95% |
| Returns for 3 years | 22.92 | 34.60 | 66% |
| Returns for 5 years | 70.71 | 74.45 | 95% |
| Returns for 10 years | N/A | 49.47 | - |
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