Interact to see
Advertisement
Advertisement
DGEFX vs OAKWX
DGEFX vs OAKWX Comparison
Open Charts DGEFX vs OAKWX
Destinations Equity Income I
Price$14.22
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets497.48M
Oakmark Global Select Investor
Price$26.03
Change-$0.19 (-0.72%)
VolumeN/A
Net Assets1.01B
DGEFX vs OAKWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. OAKWX commentary
Feb 03, 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 OAKWX is a Buy.
FUNDAMENTALS
Fundamentals
OAKWX has more cash in the bank: 1.01B vs. DGEFX (497M). DGEFX pays higher dividends than OAKWX: DGEFX (1.83) vs OAKWX (1.38). 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 : 17.87 vs. DGEFX (13.65). DGEFX return over 5 years is better than : 63.71 vs. OAKWX (30.91).
| 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 | 5.325 | 3.985 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 1.01B | 49% |
| Annual Yield % from dividends | 1.83 | 1.38 | 133% |
| Returns for 1 year | 13.65 | 17.87 | 76% |
| Returns for 3 years | 35.63 | 41.26 | 86% |
| Returns for 5 years | 63.71 | 30.91 | 206% |
| Returns for 10 years | N/A | 110.45 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement