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DGEFX vs OANWX
DGEFX vs OANWX Comparison
Open Charts DGEFX vs OANWX
Destinations Equity Income I
Price$12.96
Change+$0.09 (+0.70%)
VolumeN/A
Net Assets508.1M
Oakmark Global Select Institutional
Price$23.25
Change+$0.17 (+0.74%)
VolumeN/A
Net Assets962.84M
DGEFX vs OANWX Comparison Chart
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DGEFX vs. OANWX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
OANWX has more cash in the bank: 963M vs. DGEFX (508M). DGEFX pays higher dividends than OANWX: DGEFX (2.98) vs OANWX (1.04). DGEFX was incepted earlier than OANWX: DGEFX (8 years) vs OANWX (8 years). DGEFX is a more actively managed with annual turnover of: 46.00 vs. OANWX (32.00). DGEFX has a lower initial minimum investment than OANWX: DGEFX (0) vs OANWX (250000). DGEFX annual gain was more profitable for investors over the last year : 18.41 vs. OANWX (12.02). DGEFX return over 5 years is better than : 38.07 vs. OANWX (31.58).
| DGEFX | OANWX | DGEFX / OANWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 3.432 | 5.251 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 508M | 963M | 53% |
| Annual Yield % from dividends | 2.98 | 1.04 | 287% |
| Returns for 1 year | 18.41 | 12.02 | 153% |
| Returns for 3 years | 20.44 | 9.16 | 223% |
| Returns for 5 years | 38.07 | 31.58 | 121% |
| Returns for 10 years | N/A | N/A | - |
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