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DGEFX vs EPSIX
DGEFX vs EPSIX Comparison
Open Charts DGEFX vs EPSIX
Destinations Equity Income I
Price$13.71
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets471.28M
NYLI Epoch Global Equity Yield Inv Class
Price$24.55
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets799.37M
DGEFX vs EPSIX Comparison Chart in %
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DGEFX vs. EPSIX commentary
Jul 11, 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 Buy.
FUNDAMENTALS
Fundamentals
EPSIX has more cash in the bank: 799M vs. DGEFX (471M). DGEFX pays higher dividends than EPSIX: DGEFX (2.44) vs EPSIX (1.81). DGEFX was incepted earlier than EPSIX: DGEFX (8 years) vs EPSIX (16 years). EPSIX (1.18) is less costly to investors than DGEFX (1.08). 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 : 17.34 vs. EPSIX (10.01). DGEFX (76.36) and EPSIX (73.08) have equivalent 5 years return.
| DGEFX | EPSIX | DGEFX / EPSIX | |
| Total Expense Ratio | 0.96 | 1.17 | 82% |
| Annual Report Gross Expense Ratio | 1.08 | 1.18 | 92% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 10.223 | 13.175 | 78% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 799M | 59% |
| Annual Yield % from dividends | 2.44 | 1.81 | 135% |
| Returns for 1 year | 17.34 | 10.01 | 173% |
| Returns for 3 years | 34.14 | 41.87 | 82% |
| Returns for 5 years | 76.36 | 73.08 | 104% |
| Returns for 10 years | N/A | 48.43 | - |
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