Interact to see
Advertisement
Advertisement
DGEFX vs OAYWX
DGEFX vs OAYWX Comparison
Open Charts DGEFX vs OAYWX
Destinations Equity Income I
Price$13.21
Change-$0.16 (-1.20%)
VolumeN/A
Net Assets478.78M
Oakmark Global Select Advisor
Price$24.56
Change-$0.10 (-0.41%)
VolumeN/A
Net Assets1.03B
DGEFX vs OAYWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. OAYWX 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 OAYWX is a Buy.
FUNDAMENTALS
Fundamentals
OAYWX has more cash in the bank: 1.03B vs. DGEFX (479M). DGEFX pays higher dividends than OAYWX: DGEFX (2.57) vs OAYWX (1.25). DGEFX was incepted earlier than OAYWX: DGEFX (8 years) vs OAYWX (8 years). DGEFX (1.08) is less costly to investors than OAYWX (0.96). DGEFX (45.00) and OAYWX (44.00) have comparable annual turnover. DGEFX has a lower initial minimum investment than OAYWX: DGEFX (0) vs OAYWX (100000). DGEFX (12.63) and OAYWX (12.03) have marching annual gain over last year. OAYWX (78.97) and DGEFX (76.57) have equivalent 5 years return.
| DGEFX | OAYWX | DGEFX / OAYWX | |
| Total Expense Ratio | 0.96 | 0.96 | 100% |
| Annual Report Gross Expense Ratio | 1.08 | 0.96 | 113% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 7.045 | 11.584 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 1.03B | 46% |
| Annual Yield % from dividends | 2.57 | 1.25 | 205% |
| Returns for 1 year | 12.63 | 12.03 | 105% |
| Returns for 3 years | 25.85 | 35.63 | 73% |
| Returns for 5 years | 76.57 | 78.97 | 97% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement