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DGEFX vs EPSIX
DGEFX vs EPSIX Comparison
Open Charts DGEFX vs EPSIX
Destinations Equity Income I
Price$12.80
Change-$0.35 (-2.66%)
VolumeN/A
Net Assets496.61M
NYLI Epoch Global Equity Yield Inv Class
Price$21.91
Change-$0.74 (-3.27%)
VolumeN/A
Net Assets749.12M
DGEFX vs EPSIX Comparison Chart
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DGEFX vs. EPSIX commentary
Apr 04, 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: 749M vs. DGEFX (497M). DGEFX pays higher dividends than EPSIX: DGEFX (2.53) vs EPSIX (2.04). DGEFX was incepted earlier than EPSIX: DGEFX (8 years) vs EPSIX (15 years). EPSIX (1.19) is less costly to investors than DGEFX (1.08). DGEFX is a more actively managed with annual turnover of: 51.00 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 : 14.14 vs. EPSIX (1.85). DGEFX return over 5 years is better than : 91.18 vs. EPSIX (79.11).
| DGEFX | EPSIX | DGEFX / EPSIX | |
| Total Expense Ratio | 0.96 | 1.19 | 81% |
| Annual Report Gross Expense Ratio | 1.08 | 1.19 | 91% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 5.284 | 0.606 | 872% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 749M | 66% |
| Annual Yield % from dividends | 2.53 | 2.04 | 124% |
| Returns for 1 year | 14.14 | 1.85 | 766% |
| Returns for 3 years | 17.63 | 14.54 | 121% |
| Returns for 5 years | 91.18 | 79.11 | 115% |
| Returns for 10 years | N/A | 27.66 | - |
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