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DGEFX vs GMGEX
DGEFX vs GMGEX Comparison
Open Charts DGEFX vs GMGEX
Destinations Equity Income I
Price$13.86
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets473.58M
GMO Global Equity Allocation III
Price$32.47
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets580.4M
DGEFX vs GMGEX Comparison Chart in %
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DGEFX vs. GMGEX commentary
Jul 29, 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: 580M vs. DGEFX (474M). GMGEX pays higher dividends than DGEFX: GMGEX (4.88) vs DGEFX (2.44). DGEFX was incepted earlier than GMGEX: DGEFX (8 years) vs GMGEX (29 years). DGEFX (1.07) 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). GMGEX (16.96) and DGEFX (16.14) have marching annual gain over last year. DGEFX return over 5 years is better than : 73.93 vs. GMGEX (68.23).
| DGEFX | GMGEX | DGEFX / GMGEX | |
| Total Expense Ratio | 0.94 | 0.57 | 165% |
| Annual Report Gross Expense Ratio | 1.07 | 0.60 | 178% |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | 11.837 | 15.539 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 580M | 82% |
| Annual Yield % from dividends | 2.44 | 4.88 | 50% |
| Returns for 1 year | 16.14 | 16.96 | 95% |
| Returns for 3 years | 35.14 | 58.40 | 60% |
| Returns for 5 years | 73.93 | 68.23 | 108% |
| Returns for 10 years | N/A | 109.71 | - |
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