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DGEFX vs HWGIX
DGEFX vs HWGIX Comparison
Open Charts DGEFX vs HWGIX
Destinations Equity Income I
Price$14.37
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets482.24M
Hotchkis & Wiley Global Value I
Price$16.80
Change+$0.15 (+0.90%)
VolumeN/A
Net Assets40.66M
DGEFX vs HWGIX Comparison Chart in %
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DGEFX vs. HWGIX commentary
Oct 06, 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 Hold and HWGIX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 482M vs. HWGIX (40.7M). DGEFX pays higher dividends than HWGIX: DGEFX (2.18) vs HWGIX (1.20). DGEFX was incepted earlier than HWGIX: DGEFX (9 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 : 14.75 vs. HWGIX (5.30). HWGIX return over 5 years is better than : 91.64 vs. DGEFX (81.06).
| DGEFX | HWGIX | DGEFX / HWGIX | |
| Total Expense Ratio | 0.94 | 0.95 | 99% |
| Annual Report Gross Expense Ratio | 1.07 | 1.24 | 86% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 16.498 | 20.603 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 40.7M | 1,184% |
| Annual Yield % from dividends | 2.18 | 1.20 | 182% |
| Returns for 1 year | 14.75 | 5.30 | 278% |
| Returns for 3 years | 46.31 | 40.18 | 115% |
| Returns for 5 years | 81.06 | 91.64 | 88% |
| Returns for 10 years | N/A | 62.77 | - |
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