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DGEFX vs PPTAX
DGEFX vs PPTAX Comparison
Open Charts DGEFX vs PPTAX
Destinations Equity Income I
Price$11.88
Change-$0.20 (-1.66%)
VolumeN/A
Net Assets456.11M
Virtus KAR Global Quality Dividend A
Price$14.66
Change-$0.32 (-2.14%)
VolumeN/A
Net Assets29.23M
DGEFX vs PPTAX Comparison Chart
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DGEFX vs. PPTAX commentary
Apr 08, 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 PPTAX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 456M vs. PPTAX (29.2M). DGEFX pays higher dividends than PPTAX: DGEFX (2.53) vs PPTAX (2.07). DGEFX was incepted earlier than PPTAX: DGEFX (8 years) vs PPTAX (20 years). PPTAX (1.60) is less costly to investors than DGEFX (1.08). DGEFX is a more actively managed with annual turnover of: 51.00 vs. PPTAX (16.00). DGEFX has a lower initial minimum investment than PPTAX: DGEFX (0) vs PPTAX (2500). PPTAX (5.73) and DGEFX (5.57) have marching annual gain over last year. DGEFX return over 5 years is better than : 75.62 vs. PPTAX (59.26).
| DGEFX | PPTAX | DGEFX / PPTAX | |
| Total Expense Ratio | 0.96 | 1.35 | 71% |
| Annual Report Gross Expense Ratio | 1.08 | 1.60 | 68% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | -3.283 | 1.216 | -270% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 456M | 29.2M | 1,562% |
| Annual Yield % from dividends | 2.53 | 2.07 | 122% |
| Returns for 1 year | 5.57 | 5.73 | 97% |
| Returns for 3 years | 8.50 | 5.17 | 164% |
| Returns for 5 years | 75.62 | 59.26 | 128% |
| Returns for 10 years | N/A | 18.47 | - |
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