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CAXIX vs DGEFX
CAXIX vs DGEFX Comparison
Open Charts CAXIX vs DGEFX
Catalyst/MAP Global Equity I
Price$17.64
Change+$0.24 (+1.38%)
VolumeN/A
Net Assets72.78M
Destinations Equity Income I
Price$12.80
Change+$0.14 (+1.11%)
VolumeN/A
Net Assets470.17M
CAXIX vs DGEFX Comparison Chart
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CAXIX vs. DGEFX commentary
Apr 25, 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: 470M vs. CAXIX (72.8M). 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 : 10.76 vs. CAXIX (3.48). DGEFX return over 5 years is better than : 68.96 vs. CAXIX (56.09).
| 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 | 2.788 | 1.041 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.8M | 470M | 15% |
| Annual Yield % from dividends | 3.56 | 2.53 | 141% |
| Returns for 1 year | 3.48 | 10.76 | 32% |
| Returns for 3 years | 5.25 | 14.38 | 37% |
| Returns for 5 years | 56.09 | 68.96 | 81% |
| Returns for 10 years | 58.70 | N/A | - |
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