Interact to see
Advertisement
Advertisement
DGEFX vs OAKWX
DGEFX vs OAKWX Comparison
Open Charts DGEFX vs OAKWX
Destinations Equity Income I
Price$14.61
Change+$0.11 (+0.76%)
VolumeN/A
Net Assets484.12M
Oakmark Global Select Investor
Price$25.97
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets988.32M
DGEFX vs OAKWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. OAKWX commentary
Dec 04, 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 OAKWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKWX has more cash in the bank: 988M vs. DGEFX (484M). DGEFX pays higher dividends than OAKWX: DGEFX (2.13) vs OAKWX (1.00). DGEFX was incepted earlier than OAKWX: DGEFX (9 years) vs OAKWX (19 years). OAKWX (1.13) is less costly to investors than DGEFX (1.07). DGEFX (45.00) and OAKWX (44.00) have comparable annual turnover. DGEFX (0) and OAKWX (0) have matching initial minimum investment requirements. OAKWX annual gain was more profitable for investors over the last year : 13.94 vs. DGEFX (13.03). DGEFX return over 5 years is better than : 65.77 vs. OAKWX (28.34).
| DGEFX | OAKWX | DGEFX / OAKWX | |
| Total Expense Ratio | 0.94 | 1.13 | 83% |
| Annual Report Gross Expense Ratio | 1.07 | 1.13 | 95% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 17.795 | 16.938 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 988M | 49% |
| Annual Yield % from dividends | 2.13 | 1.00 | 213% |
| Returns for 1 year | 13.03 | 13.94 | 93% |
| Returns for 3 years | 33.74 | 42.59 | 79% |
| Returns for 5 years | 65.77 | 28.34 | 232% |
| Returns for 10 years | N/A | 61.02 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| METV | 19.42 | 0.26 | +1.36% |
| Roundhill Ball Metaverse ETF | |||
| JMID | 29.48 | 0.10 | +0.35% |
| Janus Henderson Mid Cap Growth Alpha ETF | |||
| XJAN | 36.55 | 0.04 | +0.12% |
| FT Vest US Eq Enh & Mod Buf ETF-Jan | |||
| LLDR | 46.10 | N/A | N/A |
| Global X Long-Term Treasury Ladder ETF | |||
| DSL | 11.31 | -0.01 | -0.13% |
| DOUBLELINE Income SOLUTIONS FUND | |||