DGEFX
Price
$13.50
Change
-$0.07 (-0.52%)
Updated
Jun 27 closing price
Net Assets
468.06M
SEWIX
Price
$16.98
Change
+$0.12 (+0.71%)
Updated
Jun 27 closing price
Net Assets
45.99M
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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$13.50
Change-$0.07 (-0.52%)
VolumeN/A
Net Assets468.06M
NAA World Equity Income Instl
Price$16.98
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets45.99M
DGEFX vs SEWIX Comparison Chart in %
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DGEFX vs. SEWIX commentary
Jun 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 Buy and SEWIX is a Buy.

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FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 468M vs. SEWIX (46M). DGEFX pays higher dividends than SEWIX: DGEFX (2.49) vs SEWIX (2.28). 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: 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 : 17.56 vs. SEWIX (4.48). DGEFX return over 5 years is better than : 77.80 vs. SEWIX (35.81).
DGEFXSEWIXDGEFX / SEWIX
Total Expense Ratio0.960.92104%
Annual Report Gross Expense Ratio1.081.2487%
Fund Existence8 years14 years-
Gain YTD9.4977.126133%
Front LoadN/AN/A-
Min. Initial Investment02000000-
Min. Initial Investment IRAN/AN/A-
Net Assets468M46M1,017%
Annual Yield % from dividends2.492.28109%
Returns for 1 year17.564.48392%
Returns for 3 years32.2432.27100%
Returns for 5 years77.8035.81217%
Returns for 10 yearsN/A53.43-
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