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DGEFX vs PPTCX
DGEFX vs PPTCX Comparison
Open Charts DGEFX vs PPTCX
Destinations Equity Income I
Price$13.00
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets476.99M
Virtus KAR Global Quality Dividend C
Price$15.92
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets31.46M
DGEFX vs PPTCX Comparison Chart
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DGEFX vs. PPTCX commentary
May 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 PPTCX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 477M vs. PPTCX (31.5M). DGEFX pays higher dividends than PPTCX: DGEFX (2.57) vs PPTCX (0.30). DGEFX was incepted earlier than PPTCX: DGEFX (8 years) vs PPTCX (20 years). PPTCX (2.41) is less costly to investors than DGEFX (1.08). DGEFX is a more actively managed with annual turnover of: 51.00 vs. PPTCX (16.00). DGEFX has a lower initial minimum investment than PPTCX: DGEFX (0) vs PPTCX (2500). PPTCX (11.22) and DGEFX (11.15) have marching annual gain over last year. DGEFX return over 5 years is better than : 71.10 vs. PPTCX (52.70).
| DGEFX | PPTCX | DGEFX / PPTCX | |
| Total Expense Ratio | 0.96 | 2.10 | 46% |
| Annual Report Gross Expense Ratio | 1.08 | 2.41 | 45% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 4.083 | 8.966 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 31.5M | 1,514% |
| Annual Yield % from dividends | 2.57 | 0.30 | 854% |
| Returns for 1 year | 11.15 | 11.22 | 99% |
| Returns for 3 years | 23.21 | 17.03 | 136% |
| Returns for 5 years | 71.10 | 52.70 | 135% |
| Returns for 10 years | N/A | 19.32 | - |
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