Interact to see
Advertisement
Advertisement
DGEFX vs EPSIX
DGEFX vs EPSIX Comparison
Open Charts DGEFX vs EPSIX
Destinations Equity Income I
Price$13.44
Change+$0.09 (+0.67%)
VolumeN/A
Net Assets466.8M
NYLI Epoch Global Equity Yield Inv Class
Price$23.81
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets770.36M
DGEFX vs EPSIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. EPSIX commentary
Jun 07, 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: 770M vs. DGEFX (467M). DGEFX pays higher dividends than EPSIX: DGEFX (2.49) vs EPSIX (1.97). 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 : 14.14 vs. EPSIX (7.69). DGEFX (60.01) and EPSIX (58.58) 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 | 6.885 | 9.331 | 74% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 770M | 61% |
| Annual Yield % from dividends | 2.49 | 1.97 | 127% |
| Returns for 1 year | 14.14 | 7.69 | 184% |
| Returns for 3 years | 20.89 | 27.51 | 76% |
| Returns for 5 years | 60.01 | 58.58 | 102% |
| Returns for 10 years | N/A | 41.98 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement