Interact to see
Advertisement
Advertisement
DGEFX vs PPTAX
DGEFX vs PPTAX Comparison
Open Charts DGEFX vs PPTAX
Destinations Equity Income I
Price$13.39
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets469.94M
Virtus KAR Global Quality Dividend A
Price$16.93
Change+$0.11 (+0.65%)
VolumeN/A
Net Assets33M
DGEFX vs PPTAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. PPTAX commentary
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 470M vs. PPTAX (33M). DGEFX pays higher dividends than PPTAX: DGEFX (2.49) vs PPTAX (1.97). 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: 45.00 vs. PPTAX (16.00). DGEFX has a lower initial minimum investment than PPTAX: DGEFX (0) vs PPTAX (2500). PPTAX annual gain was more profitable for investors over the last year : 16.46 vs. DGEFX (14.22). DGEFX return over 5 years is better than : 63.61 vs. PPTAX (52.72).
| 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 | 7.045 | 13.649 | 52% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 33M | 1,424% |
| Annual Yield % from dividends | 2.49 | 1.97 | 126% |
| Returns for 1 year | 14.22 | 16.46 | 86% |
| Returns for 3 years | 22.18 | 19.17 | 116% |
| Returns for 5 years | 63.61 | 52.72 | 121% |
| Returns for 10 years | N/A | 34.32 | - |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| USLUX | 21.20 | 0.14 | +0.66% |
| US Global Investors Global Luxury Goods | |||
| ICEWX | 43.34 | N/A | N/A |
| NYLI Epoch International Choice Class C | |||
| MLINX | 9.31 | N/A | N/A |
| NYLI Winslow Large Cap Growth Inv Class | |||
| REVCX | 12.52 | N/A | N/A |
| Columbia Global Value C | |||
| RLITX | 15.55 | N/A | N/A |
| Lazard International Strategic Eq R6 | |||