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DGEFX vs SEWIX
DGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIX
Destinations Equity Income I
Price$14.32
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets481.44M
NAA World Equity Income Instl
Price$18.27
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets47.56M
DGEFX vs SEWIX Comparison Chart in %
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DGEFX vs. SEWIX commentary
Oct 09, 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 Hold and SEWIX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 481M vs. SEWIX (47.6M). SEWIX (2.28) and DGEFX (2.18) have matching dividends . DGEFX was incepted earlier than SEWIX: DGEFX (9 years) vs SEWIX (14 years). SEWIX (1.24) is less costly to investors than DGEFX (1.07). SEWIX is a more actively managed with annual turnover of: 122.00 vs. DGEFX (45.00). 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 : 14.61 vs. SEWIX (9.61). DGEFX return over 5 years is better than : 75.10 vs. SEWIX (33.59).
| DGEFX | SEWIX | DGEFX / SEWIX | |
| Total Expense Ratio | 0.94 | 0.92 | 102% |
| Annual Report Gross Expense Ratio | 1.07 | 1.24 | 86% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 16.093 | 17.315 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 47.6M | 1,011% |
| Annual Yield % from dividends | 2.18 | 2.28 | 96% |
| Returns for 1 year | 14.61 | 9.61 | 152% |
| Returns for 3 years | 51.88 | 55.25 | 94% |
| Returns for 5 years | 75.10 | 33.59 | 224% |
| Returns for 10 years | N/A | 71.58 | - |
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