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OAKGX vs PRGEX
OAKGX vs PRGEX Comparison
Open Charts OAKGX vs PRGEX
Oakmark Global Investor
Price$33.14
Change-$0.35 (-1.05%)
VolumeN/A
CapitalizationN/A
Pioneer Global Sustainable Equity R
Price$18.69
Change-$0.10 (-0.53%)
VolumeN/A
CapitalizationN/A
OAKGX vs PRGEX Comparison Chart
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OAKGX vs. PRGEX commentary
Dec 19, 2024
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 Hold and PRGEX is a Hold.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.13B vs. PRGEX (531M). OAKGX pays higher dividends than PRGEX: OAKGX (1.54) vs PRGEX (0.94). OAKGX was incepted earlier than PRGEX: OAKGX (25 years) vs PRGEX (9 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. PRGEX annual gain was more profitable for investors over the last year : 9.75 vs. OAKGX (5.68). PRGEX return over 5 years is better than : 30.34 vs. OAKGX (17.84).
| OAKGX | PRGEX | OAKGX / PRGEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 4.199 | 7.679 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 531M | 212% |
| Annual Yield % from dividends | 1.54 | 0.94 | 164% |
| Returns for 1 year | 5.68 | 9.75 | 58% |
| Returns for 3 years | 1.47 | 10.31 | 14% |
| Returns for 5 years | 17.84 | 30.34 | 59% |
| Returns for 10 years | 19.80 | N/A | - |
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