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DGEFX vs EPSPX
DGEFX vs EPSPX Comparison
Open Charts DGEFX vs EPSPX
Destinations Equity Income I
Price$12.53
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets464.4M
NYLI Epoch Global Equity Yield
Price$21.59
Change+$0.15 (+0.70%)
VolumeN/A
Net Assets710.86M
DGEFX vs EPSPX Comparison Chart
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DGEFX vs. EPSPX commentary
Apr 18, 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 EPSPX is a Buy.
FUNDAMENTALS
Fundamentals
EPSPX has more cash in the bank: 711M vs. DGEFX (464M). DGEFX pays higher dividends than EPSPX: DGEFX (2.53) vs EPSPX (2.11). DGEFX was incepted earlier than EPSPX: DGEFX (8 years) vs EPSPX (19 years). EPSPX (1.16) is less costly to investors than DGEFX (1.08). DGEFX is a more actively managed with annual turnover of: 51.00 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 : 11.96 vs. EPSPX (4.27). DGEFX return over 5 years is better than : 63.41 vs. EPSPX (58.44).
| DGEFX | EPSPX | DGEFX / EPSPX | |
| Total Expense Ratio | 0.96 | 1.09 | 88% |
| Annual Report Gross Expense Ratio | 1.08 | 1.16 | 93% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | -0.481 | -1.116 | 43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 711M | 65% |
| Annual Yield % from dividends | 2.53 | 2.11 | 120% |
| Returns for 1 year | 11.96 | 4.27 | 280% |
| Returns for 3 years | 10.92 | 13.94 | 78% |
| Returns for 5 years | 63.41 | 58.44 | 109% |
| Returns for 10 years | N/A | 25.07 | - |
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