Ad is loading...
CAXIX vs DGEFX
CAXIX vs DGEFX Comparison
Open Charts CAXIX vs DGEFX
Catalyst/MAP Global Equity I
Price$17.31
Change-$0.34 (-1.93%)
VolumeN/A
Net Assets75.53M
Destinations Equity Income I
Price$12.80
Change-$0.35 (-2.66%)
VolumeN/A
Net Assets496.61M
CAXIX vs DGEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAXIX vs. DGEFX commentary
Apr 04, 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 CAXIX is a Buy and DGEFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 497M vs. CAXIX (75.5M). CAXIX pays higher dividends than DGEFX: CAXIX (3.56) vs DGEFX (2.53). CAXIX was incepted earlier than DGEFX: CAXIX (11 years) vs DGEFX (8 years). CAXIX (1.35) is less costly to investors than DGEFX (1.08). DGEFX is a more actively managed with annual turnover of: 51.00 vs. CAXIX (22.00). DGEFX has a lower initial minimum investment than CAXIX: DGEFX (0) vs CAXIX (2500). DGEFX annual gain was more profitable for investors over the last year : 14.14 vs. CAXIX (3.60). DGEFX return over 5 years is better than : 91.18 vs. CAXIX (71.28).
| CAXIX | DGEFX | CAXIX / DGEFX | |
| Total Expense Ratio | 0.96 | 0.96 | 100% |
| Annual Report Gross Expense Ratio | 1.35 | 1.08 | 125% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 4.686 | 5.284 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.5M | 497M | 15% |
| Annual Yield % from dividends | 3.56 | 2.53 | 141% |
| Returns for 1 year | 3.60 | 14.14 | 25% |
| Returns for 3 years | 3.57 | 17.63 | 20% |
| Returns for 5 years | 71.28 | 91.18 | 78% |
| Returns for 10 years | 64.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...