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DGEFX vs SEWIX
DGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIX
Destinations Equity Income I
Price$13.86
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets473.58M
NAA World Equity Income Instl
Price$17.34
Change-$0.16 (-0.91%)
VolumeN/A
Net Assets47M
DGEFX vs SEWIX Comparison Chart in %
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DGEFX vs. SEWIX commentary
Jul 29, 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: 474M vs. SEWIX (47M). DGEFX pays higher dividends than SEWIX: DGEFX (2.44) vs SEWIX (2.11). DGEFX was incepted earlier than SEWIX: DGEFX (8 years) vs SEWIX (14 years). SEWIX (1.24) is less costly to investors than DGEFX (1.07). 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 : 14.92 vs. SEWIX (6.83). DGEFX return over 5 years is better than : 71.34 vs. SEWIX (30.66).
| DGEFX | SEWIX | DGEFX / SEWIX | |
| Total Expense Ratio | 0.94 | 0.92 | 102% |
| Annual Report Gross Expense Ratio | 1.07 | 1.24 | 86% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 11.837 | 11.192 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 47M | 1,009% |
| Annual Yield % from dividends | 2.44 | 2.11 | 116% |
| Returns for 1 year | 14.92 | 6.83 | 218% |
| Returns for 3 years | 32.20 | 32.17 | 100% |
| Returns for 5 years | 71.34 | 30.66 | 233% |
| Returns for 10 years | N/A | 55.67 | - |
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