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CGVIX vs DGEFX
CGVIX vs DGEFX Comparison
Open Charts CGVIX vs DGEFX
Causeway Global Value Inst
Price$15.82
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets68.32M
Destinations Equity Income I
Price$14.34
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets482.24M
CGVIX vs DGEFX Comparison Chart in %
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CGVIX vs. DGEFX commentary
Oct 07, 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: 482M vs. CGVIX (68.3M). DGEFX pays higher dividends than CGVIX: DGEFX (2.18) vs CGVIX (1.11). CGVIX was incepted earlier than DGEFX: CGVIX (17 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 : 13.97 vs. CGVIX (2.57). CGVIX return over 5 years is better than : 92.54 vs. DGEFX (77.21).
| CGVIX | DGEFX | CGVIX / DGEFX | |
| Total Expense Ratio | 0.85 | 0.94 | 90% |
| Annual Report Gross Expense Ratio | 1.19 | 1.07 | 111% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 27.207 | 16.255 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.3M | 482M | 14% |
| Annual Yield % from dividends | 1.11 | 2.18 | 51% |
| Returns for 1 year | 2.57 | 13.97 | 18% |
| Returns for 3 years | 75.26 | 52.09 | 144% |
| Returns for 5 years | 92.54 | 77.21 | 120% |
| Returns for 10 years | 69.78 | N/A | - |
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