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DGEFX vs EPSPX
DGEFX vs EPSPX Comparison
Open Charts DGEFX vs EPSPX
Destinations Equity Income I
Price$13.55
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets465.49M
NYLI Epoch Global Equity Yield
Price$24.30
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets788.72M
DGEFX vs EPSPX Comparison Chart in %
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DGEFX vs. EPSPX commentary
Jul 01, 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: 789M vs. DGEFX (465M). DGEFX pays higher dividends than EPSPX: DGEFX (2.49) vs EPSPX (2.03). 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: 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 : 16.75 vs. EPSPX (9.48). DGEFX (72.95) and EPSPX (71.76) have equivalent 5 years return.
| 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 | 8.932 | 11.296 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 789M | 59% |
| Annual Yield % from dividends | 2.49 | 2.03 | 123% |
| Returns for 1 year | 16.75 | 9.48 | 177% |
| Returns for 3 years | 31.75 | 39.70 | 80% |
| Returns for 5 years | 72.95 | 71.76 | 102% |
| Returns for 10 years | N/A | 48.08 | - |
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