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DGEFX vs EPSKX
DGEFX vs EPSKX Comparison
Open Charts DGEFX vs EPSKX
Destinations Equity Income I
Price$12.34
Change+$0.59 (+5.02%)
VolumeN/A
Net Assets441.82M
NYLI Epoch Global Equity Yield
Price$20.94
Change-$0.43 (-2.01%)
VolumeN/A
Net Assets711.9M
DGEFX vs EPSKX Comparison Chart
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DGEFX vs. EPSKX commentary
Apr 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 EPSKX is a Buy.
FUNDAMENTALS
Fundamentals
EPSKX has more cash in the bank: 712M vs. DGEFX (442M). DGEFX pays higher dividends than EPSKX: DGEFX (2.53) vs EPSKX (1.41). DGEFX was incepted earlier than EPSKX: DGEFX (8 years) vs EPSKX (15 years). EPSKX (1.94) is less costly to investors than DGEFX (1.08). DGEFX is a more actively managed with annual turnover of: 51.00 vs. EPSKX (18.00). DGEFX has a lower initial minimum investment than EPSKX: DGEFX (0) vs EPSKX (1000). DGEFX annual gain was more profitable for investors over the last year : 1.91 vs. EPSKX (-6.63). DGEFX return over 5 years is better than : 56.06 vs. EPSKX (45.68).
| DGEFX | EPSKX | DGEFX / EPSKX | |
| Total Expense Ratio | 0.96 | 1.84 | 52% |
| Annual Report Gross Expense Ratio | 1.08 | 1.94 | 56% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | -5.925 | -7.379 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 712M | 62% |
| Annual Yield % from dividends | 2.53 | 1.41 | 179% |
| Returns for 1 year | 1.91 | -6.63 | -29% |
| Returns for 3 years | 3.92 | 3.77 | 104% |
| Returns for 5 years | 56.06 | 45.68 | 123% |
| Returns for 10 years | N/A | 13.02 | - |
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