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DGEFX vs SEWIX
DGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIX
Destinations Equity Income I
Price$12.49
Change-$0.33 (-2.57%)
VolumeN/A
CapitalizationN/A
NAA World Equity Income Instl
Price$16.70
Change-$0.41 (-2.40%)
VolumeN/A
CapitalizationN/A
DGEFX vs SEWIX Comparison Chart
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DGEFX vs. SEWIX commentary
Dec 19, 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 Hold and SEWIX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 512M vs. SEWIX (47.9M). 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 : 16.30 vs. SEWIX (15.08). DGEFX return over 5 years is better than : 36.26 vs. SEWIX (18.85).
| 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 | 15.007 | 13.949 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 47.9M | 1,069% |
| Annual Yield % from dividends | 2.98 | 1.68 | 177% |
| Returns for 1 year | 16.30 | 15.08 | 108% |
| Returns for 3 years | 20.57 | -5.55 | -371% |
| Returns for 5 years | 36.26 | 18.85 | 192% |
| Returns for 10 years | N/A | 50.01 | - |
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