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DGEFX vs EPSIX
DGEFX vs EPSIX Comparison
Open Charts DGEFX vs EPSIX
Destinations Equity Income I
Price$14.37
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets482.24M
NYLI Epoch Global Equity Yield Inv Class
Price$25.67
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets836.34M
DGEFX vs EPSIX Comparison Chart in %
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DGEFX vs. EPSIX commentary
Oct 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 DGEFX is a Hold and EPSIX is a Hold.
FUNDAMENTALS
Fundamentals
EPSIX has more cash in the bank: 836M vs. DGEFX (482M). DGEFX pays higher dividends than EPSIX: DGEFX (2.18) vs EPSIX (1.72). DGEFX was incepted earlier than EPSIX: DGEFX (9 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 : 14.75 vs. EPSIX (7.79). DGEFX return over 5 years is better than : 81.06 vs. EPSIX (75.83).
| DGEFX | EPSIX | DGEFX / EPSIX | |
| Total Expense Ratio | 0.94 | 1.17 | 80% |
| Annual Report Gross Expense Ratio | 1.07 | 1.18 | 91% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 16.498 | 19.044 | 87% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 836M | 58% |
| Annual Yield % from dividends | 2.18 | 1.72 | 127% |
| Returns for 1 year | 14.75 | 7.79 | 189% |
| Returns for 3 years | 46.31 | 55.60 | 83% |
| Returns for 5 years | 81.06 | 75.83 | 107% |
| Returns for 10 years | N/A | 61.65 | - |
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