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DGEFX vs GMGEX
DGEFX vs GMGEX Comparison
Open Charts DGEFX vs GMGEX
Destinations Equity Income I
Price$13.44
Change+$0.09 (+0.67%)
VolumeN/A
Net Assets466.8M
GMO Global Equity Allocation III
Price$30.84
Change+$0.25 (+0.82%)
VolumeN/A
Net Assets546.48M
DGEFX vs GMGEX Comparison Chart
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DGEFX vs. GMGEX 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 GMGEX is a Hold.
FUNDAMENTALS
Fundamentals
GMGEX has more cash in the bank: 546M vs. DGEFX (467M). GMGEX pays higher dividends than DGEFX: GMGEX (5.09) vs DGEFX (2.49). DGEFX was incepted earlier than GMGEX: DGEFX (8 years) vs GMGEX (29 years). DGEFX (1.08) is less costly to investors than GMGEX (0.60). DGEFX is a more actively managed with annual turnover of: 45.00 vs. GMGEX (20.00). DGEFX has a lower initial minimum investment than GMGEX: DGEFX (0) vs GMGEX (1000000). DGEFX annual gain was more profitable for investors over the last year : 14.14 vs. GMGEX (10.24). DGEFX (60.01) and GMGEX (58.61) have equivalent 5 years return.
| DGEFX | GMGEX | DGEFX / GMGEX | |
| Total Expense Ratio | 0.96 | 0.57 | 168% |
| Annual Report Gross Expense Ratio | 1.08 | 0.60 | 180% |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | 6.885 | 8.745 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 546M | 86% |
| Annual Yield % from dividends | 2.49 | 5.09 | 49% |
| Returns for 1 year | 14.14 | 10.24 | 138% |
| Returns for 3 years | 20.89 | 31.93 | 65% |
| Returns for 5 years | 60.01 | 58.61 | 102% |
| Returns for 10 years | N/A | 79.71 | - |
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