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DGEFX vs GMGEX
DGEFX vs GMGEX Comparison
Open Charts DGEFX vs GMGEX
Destinations Equity Income I
Price$12.35
Change+$0.21 (+1.73%)
VolumeN/A
Net Assets455.07M
GMO Global Equity Allocation III
Price$27.42
Change+$0.54 (+2.01%)
VolumeN/A
Net Assets531.92M
DGEFX vs GMGEX Comparison Chart
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DGEFX vs. GMGEX commentary
Apr 13, 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: 532M vs. DGEFX (455M). GMGEX pays higher dividends than DGEFX: GMGEX (5.35) vs DGEFX (2.53). DGEFX was incepted earlier than GMGEX: DGEFX (8 years) vs GMGEX (28 years). DGEFX (1.08) is less costly to investors than GMGEX (0.60). DGEFX is a more actively managed with annual turnover of: 51.00 vs. GMGEX (25.00). 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 : 6.91 vs. GMGEX (-0.97). DGEFX (61.24) and GMGEX (60.06) 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 | 28 years | - |
| Gain YTD | -2.802 | -4.444 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 532M | 86% |
| Annual Yield % from dividends | 2.53 | 5.35 | 47% |
| Returns for 1 year | 6.91 | -0.97 | -715% |
| Returns for 3 years | 8.50 | 14.86 | 57% |
| Returns for 5 years | 61.24 | 60.06 | 102% |
| Returns for 10 years | N/A | 54.33 | - |
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