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DGEFX vs SEWIX
DGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIX
Destinations Equity Income I
Price$14.15
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets475.77M
NAA World Equity Income Instl
Price$17.92
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets46.83M
DGEFX vs SEWIX Comparison Chart in %
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DGEFX vs. SEWIX commentary
Sep 01, 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 Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 476M vs. SEWIX (46.8M). DGEFX pays higher dividends than SEWIX: DGEFX (2.34) vs SEWIX (2.01). DGEFX was incepted earlier than SEWIX: DGEFX (8 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 : 14.10 vs. SEWIX (6.66). DGEFX return over 5 years is better than : 71.83 vs. SEWIX (28.55).
| DGEFX | SEWIX | DGEFX / SEWIX | |
| Total Expense Ratio | 0.94 | 0.92 | 102% |
| Annual Report Gross Expense Ratio | 1.07 | 1.24 | 86% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 14.177 | 13.861 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 476M | 46.8M | 1,017% |
| Annual Yield % from dividends | 2.34 | 2.01 | 116% |
| Returns for 1 year | 14.10 | 6.66 | 212% |
| Returns for 3 years | 37.97 | 38.68 | 98% |
| Returns for 5 years | 71.83 | 28.55 | 252% |
| Returns for 10 years | N/A | 73.19 | - |
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