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DGEFX vs SEWIX
DGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIX
Destinations Equity Income I
Price$14.57
Change+$0.11 (+0.76%)
VolumeN/A
Net Assets483.25M
NAA World Equity Income Instl
Price$18.87
Change+$0.23 (+1.23%)
VolumeN/A
Net Assets47.86M
DGEFX vs SEWIX Comparison Chart in %
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DGEFX vs. SEWIX commentary
Nov 28, 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: 483M vs. SEWIX (47.9M). SEWIX (2.26) and DGEFX (2.20) have matching dividends . DGEFX was incepted earlier than SEWIX: DGEFX (9 years) vs SEWIX (15 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 : 13.42 vs. SEWIX (9.28). DGEFX return over 5 years is better than : 67.22 vs. SEWIX (30.00).
| 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 | 15 years | - |
| Gain YTD | 18.119 | 20.639 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 483M | 47.9M | 1,008% |
| Annual Yield % from dividends | 2.20 | 2.26 | 97% |
| Returns for 1 year | 13.42 | 9.28 | 145% |
| Returns for 3 years | 35.13 | 41.27 | 85% |
| Returns for 5 years | 67.22 | 30.00 | 224% |
| Returns for 10 years | N/A | 74.66 | - |
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