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DGEFX vs SEWIX
DGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIX
Destinations Equity Income I
Price$13.15
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets495.03M
NAA World Equity Income Instl
Price$16.26
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets46.35M
DGEFX vs SEWIX Comparison Chart
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DGEFX vs. SEWIX commentary
Apr 04, 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 SEWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 495M vs. SEWIX (46.3M). DGEFX pays higher dividends than SEWIX: DGEFX (2.53) vs SEWIX (2.32). DGEFX was incepted earlier than SEWIX: DGEFX (8 years) vs SEWIX (14 years). SEWIX (1.24) is less costly to investors than DGEFX (1.08). SEWIX is a more actively managed with annual turnover of: 156.00 vs. DGEFX (51.00). DGEFX has a lower initial minimum investment than SEWIX: DGEFX (0) vs SEWIX (2000000). DGEFX annual gain was more profitable for investors over the last year : 13.71 vs. SEWIX (2.06). DGEFX return over 5 years is better than : 90.45 vs. SEWIX (53.65).
| DGEFX | SEWIX | DGEFX / SEWIX | |
| Total Expense Ratio | 0.96 | 0.92 | 104% |
| Annual Report Gross Expense Ratio | 1.08 | 1.24 | 87% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 4.884 | 2.449 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 46.3M | 1,069% |
| Annual Yield % from dividends | 2.53 | 2.32 | 109% |
| Returns for 1 year | 13.71 | 2.06 | 664% |
| Returns for 3 years | 16.89 | 13.74 | 123% |
| Returns for 5 years | 90.45 | 53.65 | 169% |
| Returns for 10 years | N/A | 42.46 | - |
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