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DGEFX vs OAKGX
DGEFX vs OAKGX Comparison
Open Charts DGEFX vs OAKGX
Destinations Equity Income I
Price$14.56
Change+$0.34 (+2.39%)
VolumeN/A
Net Assets501.71M
Oakmark Global Investor
Price$40.00
Change+$2.33 (+6.19%)
VolumeN/A
Net Assets1.14B
DGEFX vs OAKGX Comparison Chart in %
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DGEFX vs. OAKGX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
OAKGX has more cash in the bank: 1.14B vs. DGEFX (502M). DGEFX pays higher dividends than OAKGX: DGEFX (1.83) vs OAKGX (1.08). DGEFX was incepted earlier than OAKGX: DGEFX (9 years) vs OAKGX (27 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 : 19.78 vs. DGEFX (15.03). DGEFX return over 5 years is better than : 63.46 vs. OAKGX (23.71).
| 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 | 27 years | - |
| Gain YTD | 6.200 | 2.354 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 1.14B | 44% |
| Annual Yield % from dividends | 1.83 | 1.08 | 171% |
| Returns for 1 year | 15.03 | 19.78 | 76% |
| Returns for 3 years | 36.76 | 26.65 | 138% |
| Returns for 5 years | 63.46 | 23.71 | 268% |
| Returns for 10 years | N/A | 84.53 | - |
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