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CGVIX vs DGEFX
CGVIX vs DGEFX Comparison
Open Charts CGVIX vs DGEFX
Causeway Global Value Inst
Price$13.97
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets54.98M
Destinations Equity Income I
Price$13.58
Change+$0.09 (+0.67%)
VolumeN/A
Net Assets469.67M
CGVIX vs DGEFX Comparison Chart
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CGVIX vs. DGEFX commentary
Jun 13, 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 StrongBuy and DGEFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 470M vs. CGVIX (55M). DGEFX pays higher dividends than CGVIX: DGEFX (2.49) vs CGVIX (1.25). 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: 80.00 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 : 16.11 vs. CGVIX (-5.51). CGVIX return over 5 years is better than : 77.82 vs. DGEFX (71.37).
| 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 | 11.798 | 8.006 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55M | 470M | 12% |
| Annual Yield % from dividends | 1.25 | 2.49 | 50% |
| Returns for 1 year | -5.51 | 16.11 | -34% |
| Returns for 3 years | 39.95 | 31.83 | 125% |
| Returns for 5 years | 77.82 | 71.37 | 109% |
| Returns for 10 years | 40.75 | N/A | - |
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