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DGEFX vs OAKWX
DGEFX vs OAKWX Comparison
Open Charts DGEFX vs OAKWX
Destinations Equity Income I
Price$13.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets482.43M
Oakmark Global Select Investor
Price$26.44
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets988.32M
DGEFX vs OAKWX Comparison Chart in %
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DGEFX vs. OAKWX 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 OAKWX is a Hold.
FUNDAMENTALS
Fundamentals
OAKWX has more cash in the bank: 988M vs. DGEFX (482M). 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). OAKWX is a more actively managed with annual turnover of: 65.00 vs. DGEFX (45.00). DGEFX (0) and OAKWX (0) have matching initial minimum investment requirements. OAKWX annual gain was more profitable for investors over the last year : 18.25 vs. DGEFX (11.53). DGEFX return over 5 years is better than : 60.41 vs. OAKWX (30.57).
| 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 | 12.526 | 19.422 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 988M | 49% |
| Annual Yield % from dividends | 2.13 | 1.00 | 213% |
| Returns for 1 year | 11.53 | 18.25 | 63% |
| Returns for 3 years | 32.67 | 53.67 | 61% |
| Returns for 5 years | 60.41 | 30.57 | 198% |
| Returns for 10 years | N/A | 75.67 | - |
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