Interact to see
Advertisement
Advertisement
DGEFX vs OAKGX
DGEFX vs OAKGX Comparison
Open Charts DGEFX vs OAKGX
Destinations Equity Income I
Price$14.42
Change-$0.09 (-0.62%)
VolumeN/A
Net Assets479.52M
Oakmark Global Investor
Price$37.83
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets1.11B
DGEFX vs OAKGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. OAKGX commentary
Nov 14, 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 OAKGX is a Hold.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.11B vs. DGEFX (480M). DGEFX pays higher dividends than OAKGX: DGEFX (2.20) vs OAKGX (1.04). 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: 48.00 vs. DGEFX (45.00). DGEFX (0) and OAKGX (0) have matching initial minimum investment requirements. DGEFX (14.70) and OAKGX (14.01) have marching annual gain over last year. DGEFX return over 5 years is better than : 70.58 vs. OAKGX (34.82).
| 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 | 17.633 | 16.345 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 1.11B | 43% |
| Annual Yield % from dividends | 2.20 | 1.04 | 212% |
| Returns for 1 year | 14.70 | 14.01 | 105% |
| Returns for 3 years | 37.73 | 33.28 | 113% |
| Returns for 5 years | 70.58 | 34.82 | 203% |
| Returns for 10 years | N/A | 42.97 | - |