Interact to see
Advertisement
Advertisement
DGEFX vs MDISX
DGEFX vs MDISX Comparison
Open Charts DGEFX vs MDISX
Destinations Equity Income I
Price$13.71
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets471.28M
Franklin Mutual Global Discovery Z
Price$32.96
Change+$0.07 (+0.21%)
VolumeN/A
Net Assets9.33B
DGEFX vs MDISX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. MDISX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
MDISX has more cash in the bank: 9.33B vs. DGEFX (471M). DGEFX pays higher dividends than MDISX: DGEFX (2.44) vs MDISX (1.87). DGEFX was incepted earlier than MDISX: DGEFX (8 years) vs MDISX (33 years). DGEFX (1.08) is less costly to investors than MDISX (0.96). DGEFX is a more actively managed with annual turnover of: 45.00 vs. MDISX (34.55). 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 : 17.34 vs. MDISX (4.96). DGEFX return over 5 years is better than : 76.36 vs. MDISX (42.02).
| 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 | 33 years | - |
| Gain YTD | 10.223 | 14.559 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 9.33B | 5% |
| Annual Yield % from dividends | 2.44 | 1.87 | 130% |
| Returns for 1 year | 17.34 | 4.96 | 350% |
| Returns for 3 years | 34.14 | 20.34 | 168% |
| Returns for 5 years | 76.36 | 42.02 | 182% |
| Returns for 10 years | N/A | 2.75 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IJS | 103.82 | 0.62 | +0.60% |
| iShares S&P Small-Cap 600 Value ETF | |||
| HSCZ | 35.61 | 0.19 | +0.54% |
| iShares Currency Hdgd MSCI EAFE SmCp ETF | |||
| OCTZ | 41.16 | 0.18 | +0.44% |
| TrueShares Structured Outcome OctoberETF | |||
| VSDM | 75.72 | 0.07 | +0.09% |
| Vanguard Short Duration Tax-Exm Bd ETF | |||
| NKX | 11.72 | -0.07 | -0.59% |
| Nuveen California AMT-Free Quality Municipal Income Fund | |||