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DGEFX vs SEWIX
DGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIX
Destinations Equity Income I
Price$12.78
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets505.38M
NAA World Equity Income Instl
Price$16.07
Change+$0.10 (+0.63%)
VolumeN/A
Net Assets46.92M
DGEFX vs SEWIX Comparison Chart
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DGEFX vs. SEWIX commentary
Jan 19, 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: 505M vs. SEWIX (46.9M). 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 : 17.29 vs. SEWIX (8.76). DGEFX return over 5 years is better than : 34.68 vs. SEWIX (9.88).
| 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 | 1.995 | 1.260 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 46.9M | 1,077% |
| Annual Yield % from dividends | 2.98 | 1.68 | 177% |
| Returns for 1 year | 17.29 | 8.76 | 197% |
| Returns for 3 years | 15.63 | 11.10 | 141% |
| Returns for 5 years | 34.68 | 9.88 | 351% |
| Returns for 10 years | N/A | 41.76 | - |
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