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DGEFX vs OAKWX
DGEFX vs OAKWX Comparison
Open Charts DGEFX vs OAKWX
Destinations Equity Income I
Price$12.14
Change-$0.20 (-1.62%)
VolumeN/A
Net Assets463.29M
Oakmark Global Select Investor
Price$22.31
Change-$0.60 (-2.62%)
VolumeN/A
Net Assets1.01B
DGEFX vs OAKWX Comparison Chart
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DGEFX vs. OAKWX commentary
Apr 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 Hold and OAKWX is a Buy.
FUNDAMENTALS
Fundamentals
OAKWX has more cash in the bank: 1.01B vs. DGEFX (463M). DGEFX pays higher dividends than OAKWX: DGEFX (2.53) 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. DGEFX annual gain was more profitable for investors over the last year : 8.58 vs. OAKWX (4.16). OAKWX (64.74) and DGEFX (63.89) have equivalent 5 years return.
| 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 | -1.201 | 0.768 | -156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 463M | 1.01B | 46% |
| Annual Yield % from dividends | 2.53 | 1.08 | 235% |
| Returns for 1 year | 8.58 | 4.16 | 206% |
| Returns for 3 years | 10.02 | 9.88 | 101% |
| Returns for 5 years | 63.89 | 64.74 | 99% |
| Returns for 10 years | N/A | 38.67 | - |
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