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DGEFX vs OAKGX
DGEFX vs OAKGX Comparison
Open Charts DGEFX vs OAKGX
Destinations Equity Income I
Price$14.26
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets478.08M
Oakmark Global Investor
Price$37.65
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets1.12B
DGEFX vs OAKGX Comparison Chart in %
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DGEFX vs. OAKGX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.12B vs. DGEFX (478M). DGEFX pays higher dividends than OAKGX: DGEFX (2.18) 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: 48.00 vs. DGEFX (45.00). DGEFX (0) and OAKGX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 11.86 vs. OAKGX (10.22). DGEFX return over 5 years is better than : 75.47 vs. OAKGX (50.51).
| 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 | 15.606 | 15.455 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 1.12B | 43% |
| Annual Yield % from dividends | 2.18 | 1.03 | 211% |
| Returns for 1 year | 11.86 | 10.22 | 116% |
| Returns for 3 years | 47.24 | 46.47 | 102% |
| Returns for 5 years | 75.47 | 50.51 | 149% |
| Returns for 10 years | N/A | 41.23 | - |
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