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DGEFX vs OANWX
DGEFX vs OANWX Comparison
Open Charts DGEFX vs OANWX
Destinations Equity Income I
Price$13.17
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets473.72M
Oakmark Global Select Institutional
Price$24.55
Change-$0.10 (-0.41%)
VolumeN/A
Net Assets1.03B
DGEFX vs OANWX Comparison Chart
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DGEFX vs. OANWX commentary
May 23, 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: 1.03B vs. DGEFX (474M). DGEFX pays higher dividends than OANWX: DGEFX (2.57) vs OANWX (1.32). DGEFX was incepted earlier than OANWX: DGEFX (8 years) vs OANWX (8 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). OANWX (12.26) and DGEFX (11.92) have marching annual gain over last year. OANWX return over 5 years is better than : 78.57 vs. DGEFX (74.45).
| 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 | 8 years | - |
| Gain YTD | 5.764 | 11.136 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 1.03B | 46% |
| Annual Yield % from dividends | 2.57 | 1.32 | 195% |
| Returns for 1 year | 11.92 | 12.26 | 97% |
| Returns for 3 years | 22.56 | 32.78 | 69% |
| Returns for 5 years | 74.45 | 78.57 | 95% |
| Returns for 10 years | N/A | N/A | - |
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