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DGEFX vs PPTAX
DGEFX vs PPTAX Comparison
Open Charts DGEFX vs PPTAX
Destinations Equity Income I
Price$13.71
Change-$0.07 (-0.51%)
VolumeN/A
Net Assets473.66M
Virtus KAR Global Quality Dividend A
Price$17.21
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets33.36M
DGEFX vs PPTAX Comparison Chart in %
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DGEFX vs. PPTAX commentary
Jul 12, 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: 474M vs. PPTAX (33.4M). DGEFX pays higher dividends than PPTAX: DGEFX (2.44) vs PPTAX (1.93). 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 : 18.90 vs. DGEFX (16.33). DGEFX return over 5 years is better than : 77.91 vs. PPTAX (61.20).
| 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 | 11.191 | 16.892 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 33.4M | 1,419% |
| Annual Yield % from dividends | 2.44 | 1.93 | 126% |
| Returns for 1 year | 16.33 | 18.90 | 86% |
| Returns for 3 years | 36.42 | 28.96 | 126% |
| Returns for 5 years | 77.91 | 61.20 | 127% |
| Returns for 10 years | N/A | 38.52 | - |
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