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DGEFX vs EPSIX
DGEFX vs EPSIX Comparison
Open Charts DGEFX vs EPSIX
Destinations Equity Income I
Price$13.73
Change+$0.16 (+1.18%)
VolumeN/A
Net Assets460.92M
NYLI Epoch Global Equity Yield Inv Class
Price$24.28
Change+$0.28 (+1.17%)
VolumeN/A
Net Assets782.45M
DGEFX vs EPSIX Comparison Chart in %
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DGEFX vs. EPSIX commentary
Aug 05, 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 DGEFX is a Hold and EPSIX is a Buy.
FUNDAMENTALS
Fundamentals
EPSIX has more cash in the bank: 782M vs. DGEFX (461M). DGEFX pays higher dividends than EPSIX: DGEFX (2.43) vs EPSIX (1.82). DGEFX was incepted earlier than EPSIX: DGEFX (8 years) vs EPSIX (16 years). EPSIX (1.18) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. EPSIX (18.00). DGEFX has a lower initial minimum investment than EPSIX: DGEFX (0) vs EPSIX (2500). DGEFX annual gain was more profitable for investors over the last year : 14.27 vs. EPSIX (6.77). DGEFX return over 5 years is better than : 67.76 vs. EPSIX (62.50).
| DGEFX | EPSIX | DGEFX / EPSIX | |
| Total Expense Ratio | 0.94 | 1.17 | 80% |
| Annual Report Gross Expense Ratio | 1.07 | 1.18 | 91% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 9.497 | 10.956 | 87% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 461M | 782M | 59% |
| Annual Yield % from dividends | 2.43 | 1.82 | 134% |
| Returns for 1 year | 14.27 | 6.77 | 211% |
| Returns for 3 years | 30.69 | 34.38 | 89% |
| Returns for 5 years | 67.76 | 62.50 | 108% |
| Returns for 10 years | N/A | 45.60 | - |
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