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DGEFX vs EPSIX
DGEFX vs EPSIX Comparison
Open Charts DGEFX vs EPSIX
Destinations Equity Income I
Price$13.19
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets510.74M
NYLI Epoch Global Equity Yield Inv Class
Price$23.26
Change-$0.17 (-0.73%)
VolumeN/A
Net Assets765.4M
DGEFX vs EPSIX Comparison Chart
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DGEFX vs. EPSIX commentary
Feb 23, 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 Buy and EPSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
EPSIX has more cash in the bank: 765M vs. DGEFX (511M). DGEFX pays higher dividends than EPSIX: DGEFX (2.98) vs EPSIX (2.30). DGEFX was incepted earlier than EPSIX: DGEFX (8 years) vs EPSIX (15 years). 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 : 18.41 vs. EPSIX (10.78). DGEFX return over 5 years is better than : 41.56 vs. EPSIX (34.88).
| DGEFX | EPSIX | DGEFX / EPSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 5.267 | 5.872 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 765M | 67% |
| Annual Yield % from dividends | 2.98 | 2.30 | 130% |
| Returns for 1 year | 18.41 | 10.78 | 171% |
| Returns for 3 years | 22.06 | 24.80 | 89% |
| Returns for 5 years | 41.56 | 34.88 | 119% |
| Returns for 10 years | N/A | 30.43 | - |
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