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DGEFX vs OAZWX
DGEFX vs OAZWX Comparison
Open Charts DGEFX vs OAZWX
Destinations Equity Income I
Price$14.36
Change+$0.10 (+0.70%)
VolumeN/A
Net Assets481.36M
Oakmark Global Select R6
Price$25.97
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets1.02B
DGEFX vs OAZWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAZWX has more cash in the bank: 1.02B vs. DGEFX (481M). DGEFX pays higher dividends than OAZWX: DGEFX (2.18) vs OAZWX (1.26). DGEFX was incepted earlier than OAZWX: DGEFX (9 years) vs OAZWX (5 years). DGEFX (1.07) is less costly to investors than OAZWX (0.84). DGEFX (45.00) and OAZWX (44.00) have comparable annual turnover. DGEFX has a lower initial minimum investment than OAZWX: DGEFX (0) vs OAZWX (1000000). OAZWX (12.53) and DGEFX (12.39) have marching annual gain over last year.
| DGEFX | OAZWX | DGEFX / OAZWX | |
| Total Expense Ratio | 0.94 | 0.84 | 112% |
| Annual Report Gross Expense Ratio | 1.07 | 0.84 | 127% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 16.417 | 17.511 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 1.02B | 47% |
| Annual Yield % from dividends | 2.18 | 1.26 | 173% |
| Returns for 1 year | 12.39 | 12.53 | 99% |
| Returns for 3 years | 47.44 | 59.76 | 79% |
| Returns for 5 years | 79.37 | N/A | - |
| Returns for 10 years | N/A | N/A | - |