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DGEFX vs HWGAX
DGEFX vs HWGAX Comparison
Open Charts DGEFX vs HWGAX
Destinations Equity Income I
Price$13.82
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets468.47M
Hotchkis & Wiley Global Value A
Price$15.76
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets38.92M
DGEFX vs HWGAX Comparison Chart in %
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DGEFX vs. HWGAX commentary
Aug 10, 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 StrongBuy and HWGAX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 468M vs. HWGAX (38.9M). DGEFX pays higher dividends than HWGAX: DGEFX (2.43) vs HWGAX (1.05). DGEFX was incepted earlier than HWGAX: DGEFX (8 years) vs HWGAX (12 years). HWGAX (1.51) is less costly to investors than DGEFX (1.07). HWGAX is a more actively managed with annual turnover of: 48.00 vs. DGEFX (45.00). DGEFX has a lower initial minimum investment than HWGAX: DGEFX (0) vs HWGAX (2500). DGEFX annual gain was more profitable for investors over the last year : 17.15 vs. HWGAX (3.21). HWGAX return over 5 years is better than : 74.21 vs. DGEFX (69.59).
| DGEFX | HWGAX | DGEFX / HWGAX | |
| Total Expense Ratio | 0.94 | 1.20 | 78% |
| Annual Report Gross Expense Ratio | 1.07 | 1.51 | 71% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 11.514 | 12.894 | 89% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 38.9M | 1,203% |
| Annual Yield % from dividends | 2.43 | 1.05 | 232% |
| Returns for 1 year | 17.15 | 3.21 | 534% |
| Returns for 3 years | 32.28 | 21.55 | 150% |
| Returns for 5 years | 69.59 | 74.21 | 94% |
| Returns for 10 years | N/A | 40.51 | - |
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