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DGEFX vs EPSYX
DGEFX vs EPSYX Comparison
Open Charts DGEFX vs EPSYX
Destinations Equity Income I
Price$13.07
Change+$0.17 (+1.32%)
VolumeN/A
Net Assets482.46M
NYLI Epoch Global Equity Yield
Price$22.72
Change+$0.32 (+1.43%)
VolumeN/A
Net Assets752.76M
DGEFX vs EPSYX Comparison Chart
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DGEFX vs. EPSYX commentary
May 04, 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 EPSYX is a Buy.
FUNDAMENTALS
Fundamentals
EPSYX has more cash in the bank: 753M vs. DGEFX (482M). DGEFX pays higher dividends than EPSYX: DGEFX (2.57) vs EPSYX (2.36). DGEFX was incepted earlier than EPSYX: DGEFX (8 years) vs EPSYX (19 years). DGEFX (1.08) is less costly to investors than EPSYX (0.89). DGEFX is a more actively managed with annual turnover of: 51.00 vs. EPSYX (18.00). DGEFX has a lower initial minimum investment than EPSYX: DGEFX (0) vs EPSYX (1000000). DGEFX annual gain was more profitable for investors over the last year : 14.51 vs. EPSYX (8.07). DGEFX (74.98) and EPSYX (71.72) have equivalent 5 years return.
| DGEFX | EPSYX | DGEFX / EPSYX | |
| Total Expense Ratio | 0.96 | 0.84 | 114% |
| Annual Report Gross Expense Ratio | 1.08 | 0.89 | 121% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 4.643 | 4.459 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 753M | 64% |
| Annual Yield % from dividends | 2.57 | 2.36 | 109% |
| Returns for 1 year | 14.51 | 8.07 | 180% |
| Returns for 3 years | 21.26 | 24.99 | 85% |
| Returns for 5 years | 74.98 | 71.72 | 105% |
| Returns for 10 years | N/A | 34.48 | - |
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