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DGEFX vs HWGIX
DGEFX vs HWGIX Comparison
Open Charts DGEFX vs HWGIX
Destinations Equity Income I
Price$13.77
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets465.19M
Hotchkis & Wiley Global Value I
Price$15.63
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets38.64M
DGEFX vs HWGIX Comparison Chart in %
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DGEFX vs. HWGIX commentary
Aug 08, 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 HWGIX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 465M vs. HWGIX (38.6M). DGEFX pays higher dividends than HWGIX: DGEFX (2.43) vs HWGIX (1.27). DGEFX was incepted earlier than HWGIX: DGEFX (8 years) vs HWGIX (13 years). HWGIX (1.24) is less costly to investors than DGEFX (1.07). HWGIX is a more actively managed with annual turnover of: 48.00 vs. DGEFX (45.00). DGEFX has a lower initial minimum investment than HWGIX: DGEFX (0) vs HWGIX (250000). DGEFX annual gain was more profitable for investors over the last year : 18.29 vs. HWGIX (4.23). HWGIX return over 5 years is better than : 74.07 vs. DGEFX (68.98).
| DGEFX | HWGIX | DGEFX / HWGIX | |
| Total Expense Ratio | 0.94 | 0.95 | 99% |
| Annual Report Gross Expense Ratio | 1.07 | 1.24 | 86% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 11.111 | 11.917 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 38.6M | 1,205% |
| Annual Yield % from dividends | 2.43 | 1.27 | 191% |
| Returns for 1 year | 18.29 | 4.23 | 432% |
| Returns for 3 years | 32.26 | 20.61 | 157% |
| Returns for 5 years | 68.98 | 74.07 | 93% |
| Returns for 10 years | N/A | 39.74 | - |
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