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DGEFX vs PPTAX
DGEFX vs PPTAX Comparison
Open Charts DGEFX vs PPTAX
Destinations Equity Income I
Price$14.21
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets479.74M
Virtus KAR Global Quality Dividend A
Price$17.54
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets32.91M
DGEFX vs PPTAX Comparison Chart in %
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DGEFX vs. PPTAX commentary
Sep 18, 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 (32.9M). DGEFX pays higher dividends than PPTAX: DGEFX (2.34) vs PPTAX (1.90). DGEFX was incepted earlier than PPTAX: DGEFX (9 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 : 13.16 vs. PPTAX (11.34). DGEFX return over 5 years is better than : 74.56 vs. PPTAX (53.44).
| DGEFX | PPTAX | DGEFX / PPTAX | |
| Total Expense Ratio | 0.94 | 1.35 | 70% |
| Annual Report Gross Expense Ratio | 1.07 | 1.60 | 67% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 14.661 | 19.102 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 32.9M | 1,459% |
| Annual Yield % from dividends | 2.34 | 1.90 | 123% |
| Returns for 1 year | 13.16 | 11.34 | 116% |
| Returns for 3 years | 40.43 | 36.44 | 111% |
| Returns for 5 years | 74.56 | 53.44 | 140% |
| Returns for 10 years | N/A | 54.88 | - |
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