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DGEFX vs PPTAX
DGEFX vs PPTAX Comparison
Open Charts DGEFX vs PPTAX
Destinations Equity Income I
Price$13.19
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets510.74M
Virtus KAR Global Quality Dividend A
Price$15.72
Change-$0.10 (-0.63%)
VolumeN/A
Net Assets30.41M
DGEFX vs PPTAX Comparison Chart
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DGEFX vs. PPTAX commentary
Feb 23, 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: 511M vs. PPTAX (30.4M). PPTAX pays higher dividends than DGEFX: PPTAX (3.36) vs DGEFX (2.98). DGEFX was incepted earlier than PPTAX: DGEFX (8 years) vs PPTAX (20 years). DGEFX is a more actively managed with annual turnover of: 46.00 vs. PPTAX (21.00). 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 : 18.41 vs. PPTAX (10.42). DGEFX return over 5 years is better than : 41.56 vs. PPTAX (17.06).
| DGEFX | PPTAX | DGEFX / PPTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 5.267 | 6.216 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 30.4M | 1,681% |
| Annual Yield % from dividends | 2.98 | 3.36 | 89% |
| Returns for 1 year | 18.41 | 10.42 | 177% |
| Returns for 3 years | 22.06 | 13.75 | 160% |
| Returns for 5 years | 41.56 | 17.06 | 244% |
| Returns for 10 years | N/A | 21.79 | - |
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