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DGEFX vs MDISX
DGEFX vs MDISX Comparison
Open Charts DGEFX vs MDISX
Destinations Equity Income I
Price$12.34
Change+$0.59 (+5.02%)
VolumeN/A
Net Assets441.82M
Franklin Mutual Global Discovery Z
Price$29.17
Change+$1.63 (+5.92%)
VolumeN/A
Net Assets8.01B
DGEFX vs MDISX Comparison Chart
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DGEFX vs. MDISX commentary
Apr 11, 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 MDISX is a Hold.
FUNDAMENTALS
Fundamentals
MDISX has more cash in the bank: 8.01B vs. DGEFX (442M). DGEFX pays higher dividends than MDISX: DGEFX (2.53) vs MDISX (1.96). DGEFX was incepted earlier than MDISX: DGEFX (8 years) vs MDISX (32 years). DGEFX (1.08) is less costly to investors than MDISX (0.96). DGEFX is a more actively managed with annual turnover of: 51.00 vs. MDISX (35.47). DGEFX has a lower initial minimum investment than MDISX: DGEFX (0) vs MDISX (100000). DGEFX annual gain was more profitable for investors over the last year : 1.91 vs. MDISX (-12.44). DGEFX return over 5 years is better than : 56.06 vs. MDISX (24.32).
| DGEFX | MDISX | DGEFX / MDISX | |
| Total Expense Ratio | 0.96 | 0.96 | 100% |
| Annual Report Gross Expense Ratio | 1.08 | 0.96 | 113% |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | -5.925 | -4.075 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 8.01B | 6% |
| Annual Yield % from dividends | 2.53 | 1.96 | 129% |
| Returns for 1 year | 1.91 | -12.44 | -15% |
| Returns for 3 years | 3.92 | -8.68 | -45% |
| Returns for 5 years | 56.06 | 24.32 | 230% |
| Returns for 10 years | N/A | -15.42 | - |
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