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DGEFX vs PPTAX
DGEFX vs PPTAX Comparison
Open Charts DGEFX vs PPTAX
Destinations Equity Income I
Price$14.20
Change+$0.18 (+1.28%)
VolumeN/A
Net Assets479.63M
Virtus KAR Global Quality Dividend A
Price$17.59
Change+$0.23 (+1.32%)
VolumeN/A
Net Assets33.63M
DGEFX vs PPTAX Comparison Chart in %
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DGEFX vs. PPTAX commentary
Aug 26, 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 PPTAX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 480M vs. PPTAX (33.6M). DGEFX pays higher dividends than PPTAX: DGEFX (2.43) vs PPTAX (1.96). DGEFX was incepted earlier than PPTAX: DGEFX (8 years) vs PPTAX (20 years). PPTAX (1.60) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. PPTAX (16.00). DGEFX has a lower initial minimum investment than PPTAX: DGEFX (0) vs PPTAX (2500). DGEFX annual gain was more profitable for investors over the last year : 16.42 vs. PPTAX (14.50). DGEFX return over 5 years is better than : 74.80 vs. PPTAX (54.54).
| DGEFX | PPTAX | DGEFX / PPTAX | |
| Total Expense Ratio | 0.94 | 1.35 | 70% |
| Annual Report Gross Expense Ratio | 1.07 | 1.60 | 67% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 14.580 | 18.851 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 33.6M | 1,429% |
| Annual Yield % from dividends | 2.43 | 1.96 | 124% |
| Returns for 1 year | 16.42 | 14.50 | 113% |
| Returns for 3 years | 34.98 | 29.34 | 119% |
| Returns for 5 years | 74.80 | 54.54 | 137% |
| Returns for 10 years | N/A | 59.61 | - |
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