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DGEFX vs OAZWX
DGEFX vs OAZWX Comparison
Open Charts DGEFX vs OAZWX
Destinations Equity Income I
Price$14.56
Change+$0.34 (+2.39%)
VolumeN/A
Net Assets501.71M
Oakmark Global Select R6
Price$27.11
Change+$1.07 (+4.11%)
VolumeN/A
Net Assets1.01B
DGEFX vs OAZWX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
OAZWX has more cash in the bank: 1.01B vs. DGEFX (502M). DGEFX pays higher dividends than OAZWX: DGEFX (1.83) vs OAZWX (1.66). 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). OAZWX is a more actively managed with annual turnover of: 65.00 vs. DGEFX (45.00). DGEFX has a lower initial minimum investment than OAZWX: DGEFX (0) vs OAZWX (1000000). OAZWX annual gain was more profitable for investors over the last year : 18.27 vs. DGEFX (15.03). DGEFX return over 5 years is better than : 63.46 vs. OAZWX (29.02).
| 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 | 6.200 | 3.080 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 1.01B | 50% |
| Annual Yield % from dividends | 1.83 | 1.66 | 110% |
| Returns for 1 year | 15.03 | 18.27 | 82% |
| Returns for 3 years | 36.76 | 41.23 | 89% |
| Returns for 5 years | 63.46 | 29.02 | 219% |
| Returns for 10 years | N/A | N/A | - |
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