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DGEFX vs EPSPX
DGEFX vs EPSPX Comparison
Open Charts DGEFX vs EPSPX
Destinations Equity Income I
Price$13.00
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets476.99M
NYLI Epoch Global Equity Yield
Price$22.70
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets738.14M
DGEFX vs EPSPX Comparison Chart
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DGEFX vs. EPSPX commentary
May 12, 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: 738M vs. DGEFX (477M). DGEFX pays higher dividends than EPSPX: DGEFX (2.57) vs EPSPX (2.12). DGEFX was incepted earlier than EPSPX: DGEFX (8 years) vs EPSPX (19 years). EPSPX (1.14) 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 : 11.15 vs. EPSPX (4.26). DGEFX return over 5 years is better than : 71.10 vs. EPSPX (66.80).
| DGEFX | EPSPX | DGEFX / EPSPX | |
| Total Expense Ratio | 0.96 | 1.09 | 88% |
| Annual Report Gross Expense Ratio | 1.08 | 1.14 | 95% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 4.083 | 3.968 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 738M | 65% |
| Annual Yield % from dividends | 2.57 | 2.12 | 121% |
| Returns for 1 year | 11.15 | 4.26 | 262% |
| Returns for 3 years | 23.21 | 26.81 | 87% |
| Returns for 5 years | 71.10 | 66.80 | 106% |
| Returns for 10 years | N/A | 31.37 | - |
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