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DGEFX vs EPSRX
DGEFX vs EPSRX Comparison
Open Charts DGEFX vs EPSRX
Destinations Equity Income I
Price$13.57
Change+$0.12 (+0.89%)
VolumeN/A
Net Assets468.06M
NYLI Epoch Global Equity Yield Class R6
Price$23.89
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets786.44M
DGEFX vs EPSRX Comparison Chart in %
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DGEFX vs. EPSRX commentary
Jun 28, 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: 786M vs. DGEFX (468M). DGEFX (2.49) and EPSRX (2.40) have matching dividends . DGEFX was incepted earlier than EPSRX: DGEFX (8 years) vs EPSRX (12 years). DGEFX (1.08) 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 : 17.56 vs. EPSRX (9.96). DGEFX (77.80) and EPSRX (74.30) have equivalent 5 years return.
| DGEFX | EPSRX | DGEFX / EPSRX | |
| Total Expense Ratio | 0.96 | 0.74 | 130% |
| Annual Report Gross Expense Ratio | 1.08 | 0.75 | 144% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 9.497 | 11.558 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 786M | 60% |
| Annual Yield % from dividends | 2.49 | 2.40 | 104% |
| Returns for 1 year | 17.56 | 9.96 | 176% |
| Returns for 3 years | 32.24 | 40.77 | 79% |
| Returns for 5 years | 77.80 | 74.30 | 105% |
| Returns for 10 years | N/A | 49.71 | - |
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