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CGVIX vs DGEFX
CGVIX vs DGEFX Comparison
Open Charts CGVIX vs DGEFX
Causeway Global Value Inst
Price$14.56
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets57.33M
Destinations Equity Income I
Price$13.70
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets475.29M
CGVIX vs DGEFX Comparison Chart in %
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CGVIX vs. DGEFX commentary
Jul 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 CGVIX is a Buy and DGEFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 475M vs. CGVIX (57.3M). DGEFX pays higher dividends than CGVIX: DGEFX (2.44) vs CGVIX (1.20). CGVIX was incepted earlier than DGEFX: CGVIX (17 years) vs DGEFX (8 years). CGVIX (1.19) is less costly to investors than DGEFX (1.08). 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 : 17.98 vs. CGVIX (-1.78). CGVIX return over 5 years is better than : 82.20 vs. DGEFX (74.75).
| CGVIX | DGEFX | CGVIX / DGEFX | |
| Total Expense Ratio | 0.85 | 0.96 | 89% |
| Annual Report Gross Expense Ratio | 1.19 | 1.08 | 110% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 16.212 | 10.546 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3M | 475M | 12% |
| Annual Yield % from dividends | 1.20 | 2.44 | 49% |
| Returns for 1 year | -1.78 | 17.98 | -10% |
| Returns for 3 years | 45.47 | 33.70 | 135% |
| Returns for 5 years | 82.20 | 74.75 | 110% |
| Returns for 10 years | 49.57 | N/A | - |
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