Interact to see
Advertisement
Advertisement
DGEFX vs OANWX
DGEFX vs OANWX Comparison
Open Charts DGEFX vs OANWX
Destinations Equity Income I
Price$13.46
Change-$0.12 (-0.88%)
VolumeN/A
Net Assets472.54M
Oakmark Global Select Institutional
Price$24.93
Change-$0.28 (-1.11%)
VolumeN/A
Net Assets1B
DGEFX vs OANWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. OANWX commentary
Jun 15, 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 OANWX is a Buy.
FUNDAMENTALS
Fundamentals
OANWX has more cash in the bank: 1.01B vs. DGEFX (473M). DGEFX pays higher dividends than OANWX: DGEFX (2.49) vs OANWX (1.28). DGEFX was incepted earlier than OANWX: DGEFX (8 years) vs OANWX (9 years). DGEFX (1.08) 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 (17.18) and OANWX (17.06) have marching annual gain over last year. DGEFX return over 5 years is better than : 72.51 vs. OANWX (64.29).
| DGEFX | OANWX | DGEFX / OANWX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 1.08 | 0.90 | 120% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 8.727 | 12.856 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 1.01B | 47% |
| Annual Yield % from dividends | 2.49 | 1.28 | 195% |
| Returns for 1 year | 17.18 | 17.06 | 101% |
| Returns for 3 years | 34.03 | 45.35 | 75% |
| Returns for 5 years | 72.51 | 64.29 | 113% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement