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DGEFX vs EPSRX
DGEFX vs EPSRX Comparison
Open Charts DGEFX vs EPSRX
Destinations Equity Income I
Price$13.65
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets467.63M
NYLI Epoch Global Equity Yield Class R6
Price$24.04
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets793.15M
DGEFX vs EPSRX Comparison Chart in %
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DGEFX vs. EPSRX commentary
Jul 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 EPSRX is a Buy.
FUNDAMENTALS
Fundamentals
EPSRX has more cash in the bank: 793M vs. DGEFX (468M). DGEFX pays higher dividends than EPSRX: DGEFX (2.44) vs EPSRX (2.23). DGEFX was incepted earlier than EPSRX: DGEFX (8 years) vs EPSRX (12 years). DGEFX (1.07) is less costly to investors than EPSRX (0.75). DGEFX is a more actively managed with annual turnover of: 45.00 vs. EPSRX (18.00). DGEFX (0) and EPSRX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 12.83 vs. EPSRX (6.87). DGEFX (71.04) and EPSRX (68.45) have equivalent 5 years return.
| DGEFX | EPSRX | DGEFX / EPSRX | |
| Total Expense Ratio | 0.94 | 0.74 | 127% |
| Annual Report Gross Expense Ratio | 1.07 | 0.75 | 143% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 9.981 | 13.155 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 793M | 59% |
| Annual Yield % from dividends | 2.44 | 2.23 | 110% |
| Returns for 1 year | 12.83 | 6.87 | 187% |
| Returns for 3 years | 35.06 | 44.90 | 78% |
| Returns for 5 years | 71.04 | 68.45 | 104% |
| Returns for 10 years | N/A | 47.90 | - |
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