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DGEFX vs OAKWX
DGEFX vs OAKWX Comparison
Open Charts DGEFX vs OAKWX
Destinations Equity Income I
Price$12.49
Change-$0.33 (-2.57%)
VolumeN/A
CapitalizationN/A
Oakmark Global Select Investor
Price$21.98
Change-$0.55 (-2.44%)
VolumeN/A
CapitalizationN/A
DGEFX vs OAKWX Comparison Chart
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DGEFX vs. OAKWX commentary
Dec 19, 2024
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 OAKWX is a Hold.
FUNDAMENTALS
Fundamentals
OAKWX has more cash in the bank: 1.02B vs. DGEFX (512M). 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 : 16.30 vs. OAKWX (8.34). DGEFX return over 5 years is better than : 36.26 vs. OAKWX (25.95).
| 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 | 15.007 | 6.519 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 1.02B | 50% |
| Annual Yield % from dividends | 2.98 | 0.81 | 368% |
| Returns for 1 year | 16.30 | 8.34 | 195% |
| Returns for 3 years | 20.57 | 4.13 | 499% |
| Returns for 5 years | 36.26 | 25.95 | 140% |
| Returns for 10 years | N/A | 45.78 | - |
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