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DGEFX vs EPSPX
DGEFX vs EPSPX Comparison
Open Charts DGEFX vs EPSPX
Destinations Equity Income I
Price$13.44
Change+$0.09 (+0.67%)
VolumeN/A
Net Assets466.8M
NYLI Epoch Global Equity Yield
Price$23.87
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets770.36M
DGEFX vs EPSPX Comparison Chart
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DGEFX vs. EPSPX commentary
Jun 07, 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: 770M vs. DGEFX (467M). 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 : 14.14 vs. EPSPX (7.75). DGEFX (60.01) and EPSPX (59.13) 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 | 6.885 | 9.327 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 770M | 61% |
| Annual Yield % from dividends | 2.49 | 2.03 | 123% |
| Returns for 1 year | 14.14 | 7.75 | 182% |
| Returns for 3 years | 20.89 | 27.79 | 75% |
| Returns for 5 years | 60.01 | 59.13 | 101% |
| Returns for 10 years | N/A | 42.51 | - |
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