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OAKGX vs PRGEX
OAKGX vs PRGEX Comparison
Open Charts OAKGX vs PRGEX
Oakmark Global Investor
Price$34.66
Change+$0.34 (+0.99%)
VolumeN/A
Net Assets1.07B
Pioneer Global Sustainable Equity R
Price$19.19
Change+$0.19 (+1.00%)
VolumeN/A
Net Assets539.32M
OAKGX vs PRGEX Comparison Chart
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OAKGX vs. PRGEX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.07B vs. PRGEX (539M). OAKGX pays higher dividends than PRGEX: OAKGX (1.54) vs PRGEX (0.94). OAKGX was incepted earlier than PRGEX: OAKGX (26 years) vs PRGEX (10 years). PRGEX is a more actively managed with annual turnover of: 63.00 vs. OAKGX (47.00). OAKGX (0) and PRGEX (0) have matching initial minimum investment requirements. OAKGX annual gain was more profitable for investors over the last year : 11.44 vs. PRGEX (9.31). PRGEX return over 5 years is better than : 34.71 vs. OAKGX (28.11).
| OAKGX | PRGEX | OAKGX / PRGEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 6.286 | 5.088 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 539M | 198% |
| Annual Yield % from dividends | 1.54 | 0.94 | 164% |
| Returns for 1 year | 11.44 | 9.31 | 123% |
| Returns for 3 years | 3.81 | 11.58 | 33% |
| Returns for 5 years | 28.11 | 34.71 | 81% |
| Returns for 10 years | 30.10 | N/A | - |
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