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CGVIX vs DGEFX
CGVIX vs DGEFX Comparison
Open Charts CGVIX vs DGEFX
Causeway Global Value Inst
Price$15.18
Change-$0.12 (-0.78%)
VolumeN/A
Net Assets82.73M
Destinations Equity Income I
Price$14.20
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets474.67M
CGVIX vs DGEFX Comparison Chart in %
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CGVIX vs. DGEFX commentary
Nov 20, 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 CGVIX is a Hold and DGEFX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 475M vs. CGVIX (82.7M). DGEFX pays higher dividends than CGVIX: DGEFX (2.20) vs CGVIX (1.10). CGVIX was incepted earlier than DGEFX: CGVIX (18 years) vs DGEFX (9 years). CGVIX (1.19) is less costly to investors than DGEFX (1.07). CGVIX is a more actively managed with annual turnover of: 85.00 vs. DGEFX (45.00). DGEFX has a lower initial minimum investment than CGVIX: DGEFX (0) vs CGVIX (1000000). DGEFX annual gain was more profitable for investors over the last year : 12.60 vs. CGVIX (1.01). DGEFX return over 5 years is better than : 66.77 vs. CGVIX (58.32).
| CGVIX | DGEFX | CGVIX / DGEFX | |
| Total Expense Ratio | 0.85 | 0.94 | 90% |
| Annual Report Gross Expense Ratio | 1.19 | 1.07 | 111% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 22.793 | 15.120 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.7M | 475M | 17% |
| Annual Yield % from dividends | 1.10 | 2.20 | 50% |
| Returns for 1 year | 1.01 | 12.60 | 8% |
| Returns for 3 years | 46.99 | 34.55 | 136% |
| Returns for 5 years | 58.32 | 66.77 | 87% |
| Returns for 10 years | 63.74 | N/A | - |
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