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DGEFX vs EPSPX
DGEFX vs EPSPX Comparison
Open Charts DGEFX vs EPSPX
Destinations Equity Income I
Price$14.30
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets480.26M
NYLI Epoch Global Equity Yield
Price$25.82
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets835.93M
DGEFX vs EPSPX Comparison Chart in %
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DGEFX vs. EPSPX commentary
Oct 09, 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 EPSPX is a Hold.
FUNDAMENTALS
Fundamentals
EPSPX has more cash in the bank: 836M vs. DGEFX (480M). DGEFX pays higher dividends than EPSPX: DGEFX (2.18) vs EPSPX (1.78). DGEFX was incepted earlier than EPSPX: DGEFX (9 years) vs EPSPX (19 years). EPSPX (1.14) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. EPSPX (18.00). DGEFX has a lower initial minimum investment than EPSPX: DGEFX (0) vs EPSPX (15000). DGEFX annual gain was more profitable for investors over the last year : 14.45 vs. EPSPX (8.04). DGEFX (74.49) and EPSPX (71.14) have equivalent 5 years return.
| DGEFX | EPSPX | DGEFX / EPSPX | |
| Total Expense Ratio | 0.94 | 1.09 | 86% |
| Annual Report Gross Expense Ratio | 1.07 | 1.14 | 94% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 15.931 | 19.474 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 836M | 57% |
| Annual Yield % from dividends | 2.18 | 1.78 | 123% |
| Returns for 1 year | 14.45 | 8.04 | 180% |
| Returns for 3 years | 51.67 | 63.20 | 82% |
| Returns for 5 years | 74.49 | 71.14 | 105% |
| Returns for 10 years | N/A | 60.06 | - |
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