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DGEFX vs SEWIX
DGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIX
Destinations Equity Income I
Price$13.44
Change+$0.09 (+0.67%)
VolumeN/A
Net Assets466.8M
NAA World Equity Income Instl
Price$16.70
Change+$0.13 (+0.78%)
VolumeN/A
Net Assets45.11M
DGEFX vs SEWIX Comparison Chart
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DGEFX vs. SEWIX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 467M vs. SEWIX (45.1M). 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 : 14.14 vs. SEWIX (2.07). DGEFX return over 5 years is better than : 60.01 vs. SEWIX (27.20).
| DGEFX | SEWIX | DGEFX / SEWIX | |
| Total Expense Ratio | 0.96 | 0.92 | 104% |
| Annual Report Gross Expense Ratio | 1.08 | 1.24 | 87% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 6.885 | 4.659 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 45.1M | 1,035% |
| Annual Yield % from dividends | 2.49 | 2.28 | 109% |
| Returns for 1 year | 14.14 | 2.07 | 683% |
| Returns for 3 years | 20.89 | 18.60 | 112% |
| Returns for 5 years | 60.01 | 27.20 | 221% |
| Returns for 10 years | N/A | 47.63 | - |
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