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DGEFX vs SEWIX
DGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIX
Destinations Equity Income I
Price$12.94
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
NAA World Equity Income Instl
Price$17.51
Change-$0.03 (-0.17%)
VolumeN/A
CapitalizationN/A
DGEFX vs SEWIX Comparison Chart
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DGEFX vs. SEWIX commentary
Nov 14, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 588M vs. SEWIX (50.3M). 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). SEWIX annual gain was more profitable for investors over the last year : 26.40 vs. DGEFX (23.26). DGEFX return over 5 years is better than : 39.69 vs. SEWIX (25.93).
| 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 | 16.083 | 16.813 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 588M | 50.3M | 1,169% |
| Annual Yield % from dividends | 2.98 | 1.68 | 177% |
| Returns for 1 year | 23.26 | 26.40 | 88% |
| Returns for 3 years | 21.39 | -4.80 | -446% |
| Returns for 5 years | 39.69 | 25.93 | 153% |
| Returns for 10 years | N/A | 51.62 | - |
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