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CGVIX vs DGEFX
CGVIX vs DGEFX Comparison
Open Charts CGVIX vs DGEFX
Causeway Global Value Inst
Price$12.37
Change+$0.13 (+1.06%)
VolumeN/A
Net Assets48.08M
Destinations Equity Income I
Price$12.66
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets469.26M
CGVIX vs DGEFX Comparison Chart
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CGVIX vs. DGEFX commentary
Apr 24, 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: 469M vs. CGVIX (48.1M). DGEFX pays higher dividends than CGVIX: DGEFX (2.53) vs CGVIX (1.30). 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 (51.00). 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 : 10.76 vs. CGVIX (-12.83). CGVIX return over 5 years is better than : 83.07 vs. DGEFX (68.96).
| 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 | -1.766 | 1.041 | -170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1M | 469M | 10% |
| Annual Yield % from dividends | 1.30 | 2.53 | 51% |
| Returns for 1 year | -12.83 | 10.76 | -119% |
| Returns for 3 years | 11.67 | 14.38 | 81% |
| Returns for 5 years | 83.07 | 68.96 | 120% |
| Returns for 10 years | 19.20 | N/A | - |
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