Ad is loading...
CAXAX vs DGEFX
CAXAX vs DGEFX Comparison
Open Charts CAXAX vs DGEFX
Catalyst/MAP Global Equity A
Price$16.98
Change+$0.33 (+1.98%)
VolumeN/A
Net Assets69.91M
Destinations Equity Income I
Price$12.35
Change+$0.21 (+1.73%)
VolumeN/A
Net Assets455.07M
CAXAX vs DGEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAXAX vs. DGEFX commentary
Apr 12, 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 CAXAX is a Hold and DGEFX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 455M vs. CAXAX (69.9M). CAXAX pays higher dividends than DGEFX: CAXAX (3.30) vs DGEFX (2.53). CAXAX was incepted earlier than DGEFX: CAXAX (14 years) vs DGEFX (8 years). CAXAX (1.60) is less costly to investors than DGEFX (1.08). DGEFX is a more actively managed with annual turnover of: 51.00 vs. CAXAX (22.00). DGEFX has a lower initial minimum investment than CAXAX: DGEFX (0) vs CAXAX (2500). DGEFX annual gain was more profitable for investors over the last year : 6.91 vs. CAXAX (-1.91). DGEFX return over 5 years is better than : 61.24 vs. CAXAX (50.16).
| CAXAX | DGEFX | CAXAX / DGEFX | |
| Total Expense Ratio | 1.21 | 0.96 | 126% |
| Annual Report Gross Expense Ratio | 1.60 | 1.08 | 148% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -1.070 | -2.802 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.9M | 455M | 15% |
| Annual Yield % from dividends | 3.30 | 2.53 | 130% |
| Returns for 1 year | -1.91 | 6.91 | -28% |
| Returns for 3 years | -1.97 | 8.50 | -23% |
| Returns for 5 years | 50.16 | 61.24 | 82% |
| Returns for 10 years | 51.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...