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CGVIX vs DGEFX
CGVIX vs DGEFX Comparison
Open Charts CGVIX vs DGEFX
Causeway Global Value Inst
Price$14.56
Change+$0.22 (+1.53%)
VolumeN/A
Net Assets59.25M
Destinations Equity Income I
Price$13.73
Change+$0.16 (+1.18%)
VolumeN/A
Net Assets465.91M
CGVIX vs DGEFX Comparison Chart in %
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CGVIX vs. DGEFX commentary
Aug 06, 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: 466M vs. CGVIX (59.2M). DGEFX pays higher dividends than CGVIX: DGEFX (2.43) vs CGVIX (1.18). CGVIX was incepted earlier than DGEFX: CGVIX (17 years) vs DGEFX (8 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 : 14.27 vs. CGVIX (-1.67). CGVIX return over 5 years is better than : 76.43 vs. DGEFX (67.76).
| 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 | 8 years | - |
| Gain YTD | 15.088 | 9.497 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2M | 466M | 13% |
| Annual Yield % from dividends | 1.18 | 2.43 | 48% |
| Returns for 1 year | -1.67 | 14.27 | -12% |
| Returns for 3 years | 37.77 | 30.69 | 123% |
| Returns for 5 years | 76.43 | 67.76 | 113% |
| Returns for 10 years | 45.79 | N/A | - |
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