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DGEFX vs OANWX
DGEFX vs OANWX Comparison
Open Charts DGEFX vs OANWX
Destinations Equity Income I
Price$14.34
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets482.24M
Oakmark Global Select Institutional
Price$26.49
Change-$0.14 (-0.53%)
VolumeN/A
Net Assets1.02B
DGEFX vs OANWX Comparison Chart in %
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DGEFX vs. OANWX commentary
Oct 08, 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 OANWX is a Buy.
FUNDAMENTALS
Fundamentals
OANWX has more cash in the bank: 1.02B vs. DGEFX (482M). DGEFX pays higher dividends than OANWX: DGEFX (2.18) vs OANWX (1.21). DGEFX was incepted earlier than OANWX: DGEFX (9 years) vs OANWX (9 years). DGEFX (1.07) is less costly to investors than OANWX (0.90). DGEFX (45.00) and OANWX (44.00) have comparable annual turnover. DGEFX has a lower initial minimum investment than OANWX: DGEFX (0) vs OANWX (250000). DGEFX (13.97) and OANWX (13.94) have marching annual gain over last year. DGEFX return over 5 years is better than : 77.21 vs. OANWX (59.21).
| DGEFX | OANWX | DGEFX / OANWX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.07 | 0.90 | 119% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 16.255 | 19.919 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 1.02B | 47% |
| Annual Yield % from dividends | 2.18 | 1.21 | 180% |
| Returns for 1 year | 13.97 | 13.94 | 100% |
| Returns for 3 years | 52.09 | 68.95 | 76% |
| Returns for 5 years | 77.21 | 59.21 | 130% |
| Returns for 10 years | N/A | N/A | - |
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