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DGEFX vs OAKWX
DGEFX vs OAKWX Comparison
Open Charts DGEFX vs OAKWX
DGEFX vs OAKWX Comparison Chart in %
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DGEFX vs. OAKWX commentary
Jun 03, 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 OAKWX is a Hold.
FUNDAMENTALS
Fundamentals
OAKWX has more cash in the bank: 845M vs. DGEFX (492M). DGEFX pays higher dividends than OAKWX: DGEFX (1.85) vs OAKWX (1.50). DGEFX was incepted earlier than OAKWX: DGEFX (9 years) vs OAKWX (20 years). OAKWX (1.11) and DGEFX (1.07) have similar cost to investors . OAKWX (65.00) and DGEFX (62.00) have comparable annual turnover. DGEFX (0) and OAKWX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 12.98 vs. OAKWX (4.54). DGEFX return over 5 years is better than : 47.36 vs. OAKWX (3.69).
| DGEFX | OAKWX | DGEFX / OAKWX | |
| Total Expense Ratio | 0.94 | 1.11 | 85% |
| Annual Report Gross Expense Ratio | 1.07 | 1.11 | 96% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 8.283 | -4.061 | -204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 492M | 845M | 58% |
| Annual Yield % from dividends | 1.85 | 1.50 | 124% |
| Returns for 1 year | 12.98 | 4.54 | 286% |
| Returns for 3 years | 45.59 | 31.24 | 146% |
| Returns for 5 years | 47.36 | 3.69 | 1,284% |
| Returns for 10 years | N/A | 79.42 | - |
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