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DGEFX vs PPTCX
DGEFX vs PPTCX Comparison
Open Charts DGEFX vs PPTCX
Destinations Equity Income I
Price$13.89
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets466.93M
Virtus KAR Global Quality Dividend C
Price$16.85
Change+$0.13 (+0.78%)
VolumeN/A
Net Assets32.74M
DGEFX vs PPTCX Comparison Chart in %
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DGEFX vs. PPTCX commentary
Aug 14, 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 StrongBuy and PPTCX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 467M vs. PPTCX (32.7M). DGEFX pays higher dividends than PPTCX: DGEFX (2.43) vs PPTCX (0.29). DGEFX was incepted earlier than PPTCX: DGEFX (8 years) vs PPTCX (20 years). PPTCX (2.41) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. PPTCX (16.00). DGEFX has a lower initial minimum investment than PPTCX: DGEFX (0) vs PPTCX (2500). DGEFX annual gain was more profitable for investors over the last year : 17.84 vs. PPTCX (14.18). DGEFX return over 5 years is better than : 68.67 vs. PPTCX (42.69).
| DGEFX | PPTCX | DGEFX / PPTCX | |
| Total Expense Ratio | 0.94 | 2.10 | 45% |
| Annual Report Gross Expense Ratio | 1.07 | 2.41 | 44% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 12.079 | 14.442 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 32.7M | 1,428% |
| Annual Yield % from dividends | 2.43 | 0.29 | 845% |
| Returns for 1 year | 17.84 | 14.18 | 126% |
| Returns for 3 years | 29.67 | 19.32 | 154% |
| Returns for 5 years | 68.67 | 42.69 | 161% |
| Returns for 10 years | N/A | 27.37 | - |
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