DGEFX
Price
$12.66
Change
+$0.04 (+0.32%)
Updated
Apr 23 closing price
Net Assets
469.26M
SEWIX
Price
$15.66
Change
+$0.14 (+0.90%)
Updated
Apr 23 closing price
Net Assets
43.32M
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DGEFX vs SEWIX

Header iconDGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIXBanner chart's image
Destinations Equity Income I
Price$12.66
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets469.26M
NAA World Equity Income Instl
Price$15.66
Change+$0.14 (+0.90%)
VolumeN/A
Net Assets43.32M
DGEFX vs SEWIX Comparison Chart
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DGEFX vs. SEWIX commentary
Apr 24, 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.

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FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 469M vs. SEWIX (43.3M). 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 : 10.76 vs. SEWIX (-0.82). DGEFX return over 5 years is better than : 68.96 vs. SEWIX (34.12).
DGEFXSEWIXDGEFX / SEWIX
Total Expense Ratio0.960.92104%
Annual Report Gross Expense Ratio1.081.2487%
Fund Existence8 years14 years-
Gain YTD1.041-1.973-53%
Front LoadN/AN/A-
Min. Initial Investment02000000-
Min. Initial Investment IRAN/AN/A-
Net Assets469M43.3M1,083%
Annual Yield % from dividends2.532.32109%
Returns for 1 year10.76-0.82-1,317%
Returns for 3 years14.3811.38126%
Returns for 5 years68.9634.12202%
Returns for 10 yearsN/A33.53-
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