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DGEFX vs OAKGX
DGEFX vs OAKGX Comparison
Open Charts DGEFX vs OAKGX
Destinations Equity Income I
Price$13.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets482.43M
Oakmark Global Investor
Price$39.25
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets1.1B
DGEFX vs OAKGX Comparison Chart in %
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DGEFX vs. OAKGX commentary
Dec 28, 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 Hold and OAKGX is a Buy.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.1B vs. DGEFX (482M). DGEFX pays higher dividends than OAKGX: DGEFX (2.13) vs OAKGX (1.03). DGEFX was incepted earlier than OAKGX: DGEFX (9 years) vs OAKGX (26 years). OAKGX (1.12) and DGEFX (1.07) have similar cost to investors . OAKGX is a more actively managed with annual turnover of: 68.00 vs. DGEFX (45.00). DGEFX (0) and OAKGX (0) have matching initial minimum investment requirements. OAKGX annual gain was more profitable for investors over the last year : 19.26 vs. DGEFX (11.53). DGEFX return over 5 years is better than : 60.41 vs. OAKGX (28.23).
| DGEFX | OAKGX | DGEFX / OAKGX | |
| Total Expense Ratio | 0.94 | 1.12 | 84% |
| Annual Report Gross Expense Ratio | 1.07 | 1.12 | 96% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 12.526 | 20.362 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 1.1B | 44% |
| Annual Yield % from dividends | 2.13 | 1.03 | 207% |
| Returns for 1 year | 11.53 | 19.26 | 60% |
| Returns for 3 years | 32.67 | 40.96 | 80% |
| Returns for 5 years | 60.41 | 28.23 | 214% |
| Returns for 10 years | N/A | 51.03 | - |
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