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DGEFX vs PGVFX
DGEFX vs PGVFX Comparison
Open Charts DGEFX vs PGVFX
Destinations Equity Income I
Price$12.80
Change-$0.35 (-2.66%)
VolumeN/A
Net Assets496.61M
Polaris Global Value
Price$31.40
Change-$1.00 (-3.09%)
VolumeN/A
Net Assets424.23M
DGEFX vs PGVFX Comparison Chart
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DGEFX vs. PGVFX commentary
Apr 05, 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 PGVFX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 497M vs. PGVFX (424M). DGEFX pays higher dividends than PGVFX: DGEFX (2.53) vs PGVFX (1.84). DGEFX was incepted earlier than PGVFX: DGEFX (8 years) vs PGVFX (27 years). PGVFX (1.22) is less costly to investors than DGEFX (1.08). DGEFX is a more actively managed with annual turnover of: 51.00 vs. PGVFX (17.00). DGEFX has a lower initial minimum investment than PGVFX: DGEFX (0) vs PGVFX (2500). DGEFX annual gain was more profitable for investors over the last year : 14.14 vs. PGVFX (-1.59). PGVFX (91.82) and DGEFX (91.18) have equivalent 5 years return.
| DGEFX | PGVFX | DGEFX / PGVFX | |
| Total Expense Ratio | 0.96 | 0.99 | 97% |
| Annual Report Gross Expense Ratio | 1.08 | 1.22 | 89% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 5.284 | 1.618 | 327% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 424M | 117% |
| Annual Yield % from dividends | 2.53 | 1.84 | 138% |
| Returns for 1 year | 14.14 | -1.59 | -887% |
| Returns for 3 years | 17.63 | 7.46 | 236% |
| Returns for 5 years | 91.18 | 91.82 | 99% |
| Returns for 10 years | N/A | 64.46 | - |
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