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OAKGX vs PRGEX
OAKGX vs PRGEX Comparison
Open Charts OAKGX vs PRGEX
Oakmark Global Investor
Price$32.93
Change-$1.24 (-3.63%)
VolumeN/A
Net Assets1.07B
Pioneer Global Sustainable Equity R
Price$19.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets523.17M
OAKGX vs PRGEX Comparison Chart
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OAKGX vs. PRGEX commentary
Apr 04, 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 OAKGX is a Buy and PRGEX is a Buy.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.08B vs. PRGEX (523M). PRGEX pays higher dividends than OAKGX: PRGEX (1.30) vs OAKGX (1.14). OAKGX was incepted earlier than PRGEX: OAKGX (26 years) vs PRGEX (10 years). PRGEX (1.55) is less costly to investors than OAKGX (1.12). PRGEX is a more actively managed with annual turnover of: 52.00 vs. OAKGX (48.00). OAKGX (0) and PRGEX (0) have matching initial minimum investment requirements. OAKGX annual gain was more profitable for investors over the last year : 3.45 vs. PRGEX (0.22). OAKGX return over 5 years is better than : 98.85 vs. PRGEX (77.72).
| OAKGX | PRGEX | OAKGX / PRGEX | |
| Total Expense Ratio | 1.12 | 1.55 | 72% |
| Annual Report Gross Expense Ratio | 1.12 | 1.55 | 72% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 4.784 | 5.808 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 523M | 206% |
| Annual Yield % from dividends | 1.14 | 1.30 | 88% |
| Returns for 1 year | 3.45 | 0.22 | 1,544% |
| Returns for 3 years | 5.57 | 13.63 | 41% |
| Returns for 5 years | 98.85 | 77.72 | 127% |
| Returns for 10 years | 20.24 | N/A | - |
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