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DGEFX vs SEWIX
DGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIX
Destinations Equity Income I
Price$13.19
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets510.74M
NAA World Equity Income Instl
Price$16.45
Change-$0.18 (-1.08%)
VolumeN/A
Net Assets47.47M
DGEFX vs SEWIX Comparison Chart
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DGEFX vs. SEWIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 511M vs. SEWIX (47.5M). DGEFX pays higher dividends than SEWIX: DGEFX (2.98) vs SEWIX (1.68). DGEFX was incepted earlier than SEWIX: DGEFX (8 years) vs SEWIX (14 years). SEWIX is a more actively managed with annual turnover of: 156.00 vs. DGEFX (46.00). 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 : 18.41 vs. SEWIX (5.88). DGEFX return over 5 years is better than : 41.56 vs. SEWIX (12.96).
| DGEFX | SEWIX | DGEFX / SEWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 5.267 | 3.655 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 47.5M | 1,076% |
| Annual Yield % from dividends | 2.98 | 1.68 | 177% |
| Returns for 1 year | 18.41 | 5.88 | 313% |
| Returns for 3 years | 22.06 | 18.94 | 116% |
| Returns for 5 years | 41.56 | 12.96 | 321% |
| Returns for 10 years | N/A | 41.71 | - |
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